Access, Create and Edit

You can access your meetings at any time by clicking My Meetings in the top navigation bar or by using the My Meetings section on your dashboard. To create a new meeting, click the plus (+) icon shown in the image, which allows you to quickly set up a meeting and define its details. To make changes to an existing meeting, select the gear icon next to the meeting name to edit settings, participants, or the agenda.

❓ When creating a new meeting, you can choose to start from scratch or select from one of the built-in templates provided in the platform. Templates help streamline setup by preloading common agendas and settings. If you have questions while creating a meeting, click the question mark icon to open a training slide-out with additional guidance and support.

Pre-Meet and Getting Started

Click View Meeting to access the platform’s pre-meeting area, where you and other attendees can add or update items before the meeting begins. Navigate between sections by clicking through the agenda items listed on the left. Most agenda items are fully customizable; however, the Segue and Wrap-Up/Conclusion sections are fixed – the Segue is used to provide the meeting link and invite additional attendees, and the Conclusion section is where attendees rate the meeting.

Click the information icon to open a training slide-out with helpful guidance or select the AI icon at the bottom of the screen to ask questions and get real-time support as you work.

Starting the meeting lets the system know that you are ready to start documenting and keeping time.

Conclude and Send Recap

Once the meeting begins, move through the agenda items one by one, creating new projects, tasks/to-dos, topics, and other action items as needed. If you want your team to stay aligned with you as you navigate the meeting, select the Follow Me button and choose Everyone Follow Me. At the end of the meeting, be sure that you and all attendees rate the meeting to capture feedback and complete the session properly.

Don’t forget to send the meeting overview to yourself and all attendees. Select the meeting Facilitator, confirm by checking the acknowledgment box, and then click Send Recap to share the meeting summary and action items.