Articles on: Meetings 📆

Create a meeting

When you want to create a meeting in WEDO you have three options:

Create a new meeting from scratch

Add an occurrence to a recurring meeting

Add a meeting from an existing template (for example, to track a meeting)


1\. Create a new meeting - From scratch



Click on the \+ button in the upper right corner and then on Meeting.



You can also create a meeting directly from a workspace. Go to the workspace, under the Meetings tab.



Then set up the information related to your meeting:

Title

Workspace

Attendees

Date

Start and end time

Recurrence

Location


Finally, click on Add a meeting



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Notes :

If there is no meeting in the workspace yet, you will go directly to the window allowing you to set up the information related to your meeting (see explanations above).

If there are different meetings in the workspace, you have the possibility to start from scratch or to choose a template. To start from scratch, click on New meeting and then on Next (see image below). You will then access the window allowing you to set up the information of your meeting.



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2\. Add an occurrence to a recurring meeting



Click on the + button at the top right and then on Meeting.



I select a recurring meeting as a template



From the window, select the template to be used. In the example below, it is the Executive Committee (CODIR) which takes place every Friday. Then click on Add Meeting. WEDO will add a new occurrence based on the recurrence you define.



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3\. Add a meeting from an existing template



Click on the + button in the upper right corner and then on Meeting.



**I select a meeting that does not repeat itself in a pattern**



Not all meetings are always recurring. For non-recurring meetings, you can follow up by linking a new meeting to a past meeting.

From the window, choose the template you want to repeat. In the example below, it is Meeting Y which has only occurred once. Click on Next. You will then be taken to the window where you can set up the information for your meeting.



The newly created meeting will be linked to Meeting Y and you will be able to take over the topics if necessary.

Updated on: 09/04/2024

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