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Meetings Module
Effective one-on-one and team meetings to improve productivity through collaborative conversations driven by agendas and action items
Overview
All User Resources (Indigo: V3)
- Access my meetings
- Create and import meeting
- Schedule one-on-one meeting
- Create and manage meeting template
- Manage meeting
- Add and manage discussion points
- Add and manage sections in a discussion point
- Add and manage notes within a discussion point
- Add discussion points from other modules
- Add previously unchecked discussion points
- Add and manage meeting decisions
- Add and manage tasks
- Nudge meeting participants
- Join and conclude a meeting
- Add and manage meeting reflections
- Rate a meeting
- Share feedback on a meeting
- Export meeting details
- View meeting analytics
Admin
Manager
Employee
- Meetings user guide for employees
- Create and import meeting
- Schedule one-on-one meeting
- Create and manage agenda template
- Manage meeting
- Nudge meeting participants
- Add and manage discussion points
- Add and manage section to a discussion point
- Add and manage notes within a discussion point
- Add discussion points from other modules
- Add and manage meeting decisions
- Add and manage tasks
- Add previously unchecked discussion points
- Join and conclude meeting
- Add and manage meeting reflections
- Submit feedback on meeting
- Share feedback on meeting
FAQs
- Can all participants view the notes added to the discussion points?
- Can employees create agenda templates?
- Who can create org templates?
- Can participants view an agenda template created by another participant?
- Can all participants mark discussion points as complete?
- Can all participants pin the discussion points?
- Can the organizer change the recurrence for a single meeting in a recurrence series?
- Who can create and complete tasks in a meeting?
- Who can conclude the meeting?
- What is the meetings module?
- How is the meetings module different from a regular calendar?
- How do participants get started with the meetings module?
- Who can use the Meetings module?
- Can employees set up recurring meetings? How?
- How does the external calendar sync work?
- What are discussion points, and how do they help?
- Can participants reuse the discussion points for future meetings?
- Can participants create custom meeting templates?
- Do participants receive reminders for meetings?
- How do meeting tasks and follow-ups work?
- What is the meeting timeline?
- How can admins and managers track meeting performance and participation?
- What permissions do admins have in the meetings module?
- Can organizers schedule a meeting within a recurring meeting?
- Can participants view notes added to the discussion points?
- Can meeting organizers edit scheduled meetings in the calendar?
- What happens if a meeting organizer deletes a meeting from their calendar?
- Do calendar updates to past meetings reflect in the meetings module?
- Who can access the My Meetings page?
- Why are my meetings not appearing on my calendar?
- Can participants edit or delete completed tasks?
- Who can add and view meeting reflections?
- Can participants add discussion points from other modules, and are they visible to everyone in the meeting?
- Why should participants add discussion points from other modules?
- What happens when participants edit the recurrence of a meeting?
- Can two meetings in a recurring series have the same start time?
- Who can view the meeting timeline?
- Can participants edit or cancel a scheduled meeting?
- What meeting details sync between the calendar and the Meetings module?
- Do discussion points and notes sync between the calendar and the Meetings module?
- Can organizers sync all meetings in a recurring series at once?
- What should organizers do if changes made in the calendar do not reflect in the Meetings module?
- Is the sync two-way between the calendar and the Meetings module?