Overview
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      1. Help Center
      2. Meetings Module
      3. Overview

      User actions in Meetings

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

      Tip: If an employee is the organizer of a meeting, they can perform the following actions.

      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 agenda meeting

      ✅

      ✅

      ✅

      Create, manage, and import meeting

      ✅

      ✅

      ✅

      Schedule one-on-one meeting

      ✅

      ✅

      ✅

      Add and manage discussion points

      ✅

      ✅

      ✅

      Add discussion points from multiple modules

      ✅

      ✅

      ✅

      Add and manage a section to a discussion point

      ✅

      ✅

      ✅

      Add and manage notes within discussion points

      ✅

      ✅

      ✅

      Pin and unpin discussion points in recurring meetings

      ✅

      ✅

      ✅

      Add and manage meeting reflections

      ✅

      ✅

      ✅

      Add and manage tasks

      ✅

      ✅

      ✅

      Nudge participants

      (Since both organizers and participants can send nudges, the feature is accessible to all participants.)

      ✅

      ✅

      ✅

      Conclude meeting

      ✅

      ✅

      ✅

      View analytics

      ❌

      ✅

      ✅

      Important: 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 these actions.