From one meeting to the next
Preparing for the next meeting
Prepare your next meeting on the basis of a previous meeting. When preparing, you can:
Adopt the previous agenda, modifying it to suit the upcoming meeting.
Import content from the previous meeting:
âī¸ Paragraphs | đ¨ Decisions | â Tasks | đ Files | đŧī¸ Images
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âšī¸ By default, the đ Sections of your agenda are automatically repeated.
âšī¸ You can set a recurrence on a Topic so that it is repeated at every meeting. From one meeting to another, for recurring Topic đ and Revisited âĄī¸, you can decide what you want to do with the content of these: Import the content of the previous meeting or Start from scratch.
âšī¸ If your topics have not been set up with a recurrence, they will not be repeated from one meeting to the next. However, you can import them manually when you are in the next meeting:
Import all topics at once
Import specific topics âŦī¸
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đĄ**Tip**: For non-recurring topics, the âĄī¸ Revisit button allows you to revisit a Topic in a future meeting agenda:
Click âĄī¸ Revise to revisit the Topic in the next scheduled meeting
Click the ⎠button to choose the specific date you want to take up the Topic
âšī¸ It is also possible to Postpone a Topic to a subsequent meeting.
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Follow up on a recurring meeting
A recurring meeting is a regular meeting with a fixed frequency: weekly, every 2 weeks, every month, every quarter, etc.
âšī¸ If you opt for a recurring meeting, WEDO automatically creates the first 5 occurrences. When you are done with the 5th meeting, you can Add the next one.
Tracking an Irregular Meeting
If you want to create a single meeting or have meetings repeat on an irregular basis, select the "_does not repeat or irregularly_" option when creating.
âšī¸ WEDO creates a single meeting. You will be able to manually add subsequent meetings if necessary to repeat the agenda and content of the previous meeting.
Assign tasks in a meeting â
1ī¸âŖ You can create tasks from your meetings.
2ī¸âŖ When you delegate tasks in a meeting, managers receive them instantly in their personal space. So attendees are up and running as soon as the meeting ends.
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âšī¸ Tasks created from a meeting then appear in the meeting workspace under the Tasks tab. These tasks have a link back to the meeting in their details panel.
Track tasks from one meeting to the next âī¸ââ
You have the ability to track the completion of tasks from one meeting to the next. Keep track of completed tasks when you import your Topic content:
This allows you to track the progress of the tasks and view the completed ones as they will be highlighted in green â
Centralization of meeting minutes of a workspace
WEDO centralizes all the meeting minutes of a workspace in the Meetings tab. Use the sorting buttons to display :
Upcoming meetings
This week's meetings
Past meetings
Updated on: 09/04/2024
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