User guide for the Meetings Module

In a few words

The Meetings module in Finalcad One simplifies managing your meetings by allowing you, within your project, to efficiently document your discussions, track action items, and quickly share meeting minutes. This approach improves communication and collaboration between everyone involved.

Summary table of offers

This feature is available with a Premium license. To access this option, we invite you to contact the sales team via our contact form.

Creating a meeting

To get started, create a meeting by giving it a title and a date. If you want to save time, you can create a new meeting from an existing one to keep its structure and properties.

Creating meetings is reserved for editors and administrators. To edit your permissions, please contact your project administrator by going to the Project > Members page.

Modal for creating a new meeting session

Organize the meeting

Once your meeting is created, you can enrich it by inviting the members of your project who will take part. You’ll also be able to efficiently manage their attendance status on the day of the event, which helps you keep accurate track of who participated and adjust how the meeting runs accordingly.

Illustration of attendance management

Taking notes

Sections let you efficiently organize your meeting notes by theme. To make it easier to get started, we’ve created by default around ten sections commonly used in the construction industry.

In each section, you can not only write text but also add items from other modules (remarks, tasks). This centralized approach lets you give context to your discussions and create direct links with the different aspects of your project.

Meeting notes can be assigned to members of your project. To find out more, please check out this article (link.

Illustration of sections in a meeting session

Lock editing

Freeze the meeting while stakeholders are reviewing it. You can unlock the meeting at any time.

Plan the next session

Plan your next meeting efficiently by putting together a complete list of participants to invite. This feature lets you organize your schedule and inform all relevant contributors in advance.

To improve visibility and make tracking easier, the date and time of the next meeting are automatically shown on your project’s home page, so every team member can plan accordingly.

To learn more about creating a series of meetings, please check out this article (link).

Preview of the next meeting on the mobile app

Share meeting notes

Easily export your meeting to PDF to share it with all participants. This structured document includes a summary cover page and organizes all notes by section, providing clear and complete documentation.

The download runs in the background, letting you keep working while the document is being generated. Go to your downloads to retrieve the PDF of the meeting session.

To include your latest changes in the PDF, don’t forget to generate a new version of the document. Changes made to the meeting are not automatically reflected in the existing PDF. You’ll find your exported file in your device’s downloads folder.

Summary table of permissions by role

The Meetings module of Finalcad One

The meetings module saves you time before, during, and after the site visit. You think it could be improved and you have ideas?

👉 Share your feedback with us on Productboard!