Prepare your meetings in teams, take minutes in real time and track the tasks assigned from one meeting to the next. WEDO will guide us through 5 steps: before, during and after the meeting.

Before the meeting

Step 1 - Meeting In preparation

The first step allows you to prepare your meeting.

• In a few clicks, add your meeting and set the title, attendees, date, start and end times as well as the frequency and location.
  
• Then, create your agenda by adding the ** topics** that will be discussed in the meeting.
  
• Define the presenters for each topic.
  
• Document the agenda by attaching the necessary files and add your private notes if necessary.
  
• Import the tasks to be treated in the meeting.
  
• Manage the access rights to the meeting.
  

💡 You can prepare the agenda in teams with the multiple editing mode.

💡 Navigate from one topic to another from the table of contents

Step 2 - Validated Agenda

• When each attendee has prepared his or her meeting, you can move on to step 2: validated agenda.
  
• Send an Email to attendees to notify them when the agenda is ready.
  

💡 Each attendee can then come and consult the agenda in real time according to their access rights.

During the meeting

Step 3 - Meeting Ongoing

• On the day of the meeting, go to Step 3 - Ongoing.
  
• At the beginning of the meeting, manage the attendees from the attendee list.
  
• Write the meeting minutes by adding content blocks.
  
• Navigate from one topic to the next using the table of contents or the arrows at the bottom of each topic.
  
• To advance your agenda, rule on each topic during the meeting. Choose whether the topic is Addressed, To Be Reviewed, or To Be Postponed.
  

💡 When you rule on a topic, the next topic is automatically displayed on the screen to continue writing the meeting minutes.

After the meeting

Step 4 - Meeting minutes In review

• At the end of the meeting, click on Step 4 - Review.
  
• Review your meeting minutes and make any necessary corrections.
  
• Email attendees to let them know when the meeting minutes are available for review.
  
• Export the meeting minutes as a PDF if you need to print them.
  

Step 5 - Locked Meeting

• If this was not done during the meeting, WEDO prompts you to rule on the topics before locking - you can choose to mark them as All addressed or Revisit all at the next meeting.
  
• Lock the meeting when the meeting minutes have been reviewed and approved.
  

💡 Lock the meeting so that the meeting minutes cannot be changed.

Prepare for the next meeting

Updated on: 09/04/2024