This module allows you to track what meetings are taking place and who are attending the meetings. It allows for visibility into past communications that have occurred as well as who was present.
1) Add Attendees to join the meeting
Search for the meeting in your calendar.
Alternatively, you can select the search meeting by name field to find the required meeting detail.
When you have identified the meeting, click on the applicable meeting.
The meeting will open, and you will need to select the edit button to add attendees and additional agenda items if it is required.
The meeting detail will open, whereby you will be able to add agenda items to the meeting if you need to.
Ensure that you are on the correct field and select add.
Fill in the agenda name using free text and add an order number.
When you are complete, select the update button.
Your agenda items will display in a list format.
If you need to edit the agenda item, highlight the item that you would like to edit by clicking on the item name and select edit.
Once you have edited the details, select update.
If you need to delete the agenda item, highlight the item that you would like to delete by clicking on the item name and select the delete button.
Note: To tell if the item is correctly selected, the line item will display in a light grey color so that you can be assured that you are selecting the correct item.
The next step is to add Attendees to the meeting. Click on Attendees.
Using the dropdown selection available, select the type of individual that will be invited to join the meeting.
From the next dropdown selection select the individual that needs to be added to the meeting.
Note: If you select “other” you will be required to fill in additional information of the specified individual.