The 5 steps of a meeting
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.
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
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.
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.
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.
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
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
Thank you!