User actions in Meetings

Any employee in the organization can create meetings and perform different actions in the Meetings module.

Let us consider an employee as the organizer of a meeting who can perform the actions listed below.

Actions

Organizer

Manager

Admin

Create org template

Create, manage, and import meeting

Create agenda meeting

Add and manage discussion points

Add discussion points from multiple modules

Pin and unpin discussion points

Add and manage meeting reflections

Add and manage to-dos

Nudge participants

View team dashboard

View org dashboard

Note: All participants in the meeting can perform the same actions as the organizer. However, only the organizer can conclude the meeting.

Note: If the manager and admin are not part of a meeting, they cannot perform the above actions. However, they can view the team dashboard and the org dashboard, respectively.