Meeting Card

Build your Meeting Card, get organized, and focus on what really matters to run a great meeting. Learn how to use Meeting Cards to Plan for Success.

Click the MEETING CARD button from the Meeting tile on the Dashboard to manage your Meeting Card.

  1. Create Meeting goals, build an Agenda, upload Content, and create Talking Points
    • Add new item
      • Meeting goals | Agenda | Talking points – type new items in the ‘Add new item’ field – press ENTER or click the ‘+’ icon
      • Content – click the ‘+’ icon and select your file 
    • Delete item – hover over the item and click the ‘x’
      • A pop-up box will appear to confirm delete
    • Reorder items (Items can be reordered in Edit Meeting mode)
      • Enter Edit Meeting mode 
      • Drag & drop items as needed
      • Press the SAVE button
        •  Click ‘x’ in the Send Invitation pop-up box to return to the Meeting Card
  1. Tasks
    • Add a new Task
    • Complete a task
      • Tick the box next to the Task title
    • Delete a task – hover over the item and click the ‘x’
      • A pop-up box will appear to confirm delete
  1. Add Notes 
    • Notes you add before your meeting will be available for reference during your meeting
    • Notes you add during your meeting will be available for reference after your meeting
  1. Access Edit Meeting mode to make changes to Meeting overview & Opportunity
    • Update Meeting overview or Opportunity details
    • Reorganize Meeting goals, Agenda items, Pre-meeting Tasks, etc. with the ability to drag & drop items within each Meeting Card box.
  1. Start Meeting

Related:

Updated on 17 November 2020

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