Meeting Module Guide

The meeting module is a powerful tool for organizing and scheduling meetings within your project. This guide will provide an overview of the features available in the meeting module and walk you through the steps for creating, managing, and reporting on meetings.

Creating a Meeting

To create a meeting, follow these steps:

1. Add attendees to your project. Attendees must be added to your project before they can be invited to a meeting. This allows you to select them from a list when creating a meeting. Note that attendees do not have to validate their account in order to be added to a project, but it is important to provide them with the correct information so that they can access the meeting if they choose to activate their account.

2. From the home screen or the list view of the meeting module, tap the "+" button to create a new meeting.

3. Select "Meeting" from the list of options.

4. Set a name for your meeting.

5. Choose a date and time for your meeting. This will be the default date and time for the meeting.

6. Select the attendees for your meeting from the list of project members. Attendees will be added to the meeting list with a "Attending" status by default.

7. Tap "Create" to create the meeting. You will be redirected to the item detail card for the meeting.

Managing a Meeting

Once a meeting has been created, you can manage it in a number of ways:

• To edit the meeting details, tap the edit button (pencil icon) on the item detail card.

• To add or remove attendees, tap the "Attendees" button on the item detail card.

• To add or remove convenors (people responsible for organizing the meeting), tap the "Convenors" button on the item detail card. Note that the meeting creator cannot be removed from the list of convenors.

• To duplicate a meeting, tap the "Duplicate" button on the item detail card. This will create a new meeting with the same attendees and "Attending" status.

• To schedule a new meeting from an existing meeting, tap the "Schedule New Meeting" button on the item detail card. This will allow you to set a date for the next meeting, without duplicating the current meeting.

Reporting on a Meeting

To report on a meeting, you can generate a PDF report that includes information about the meeting attendees and convenors. To generate a report, follow these steps:

1. From the home screen or the list view of the meeting module, tap the "Report" button.

2. Choose a date range for the report.

3. Tap "Generate Report" to generate the PDF report.

Note that all users can access the PDF report generated, but only the meeting creator, attendees, or project admin can access the different items inside the meeting.

Home Widget Information

The meeting module also includes a home widget that displays the next meeting date for the most recent meeting. You can edit or remove the meeting date and time using the following steps:

• To edit the meeting date and time, tap the edit button (pencil icon) on the home widget.

• To remove the meeting time, there is no possibility to remove it once it is set.

In addition, you can set convened members for the next meeting using the following steps:

• Adding a member to the attendees list will automatically add them to the convened list.

• Adding a member from the convened or diffusion list will only add them to that list and not others.

• Updating a member from every list will only update them in that list and not others.

• Adding back a member in one list will only add them