Creating a Meeting

Follow these steps to set up a meeting on your platform. You can customise the meeting details, control who can join, and manage attendees.

Step 1: Open the Create Meeting Form

• To create a meeting, click the button or link that opens the Create New Meeting form.

• A modal (popup) will appear with fields to fill out.

Step 2: Add Meeting Details

1. Meeting Title

• Enter a clear and concise title for your meeting in the Meeting Title field.

2. Meeting Outline

• Provide a brief outline or agenda in the Meeting Outline box to let attendees know what to expect.

Step 3: Choose Who Can Join

• Select the type of access for your meeting:

• Public: Anyone with access to the platform can register.

• Private: Only invited stakeholders can join.

Step 4: Link to a Project (Optional)

• If the meeting is related to a specific project:

• Choose a project from the dropdown list.

• If not, select No Project.

Step 5: Set Limits for Attendees (Optional)

• If needed, specify the maximum number of attendees who can register for this meeting.

Step 6: Set the Date and Time

1. Start Date & Time

• Choose when the meeting begins by selecting a date and time from the calendar and clock picker.

2. End Time

• Specify when the meeting will end.

Step 7: Decide the Meeting Type

• Choose whether the meeting will be held:

1. Virtually: Enter the meeting link (e.g., Zoom or Teams URL).

2. In-Person: Enter the meeting location (e.g., an office address).

Step 8: Enable Questions (Optional)

• Turn on the Enable Questions option if attendees can submit questions before or during the meeting.

Step 9: Save Your Meeting

• Once all fields are complete:

1. Click Create Meeting.

2. A loading indicator will appear briefly, and you’ll see a confirmation message once the meeting is successfully created.

After the Meeting is Created

• You’ll be redirected to the meeting’s details page, where you can:

• View or edit the meeting details.

• Manage attendees (add, export, or remove).

• Upload and manage documents.

• Review questions submitted by attendees.

Tips for Success

• Be as detailed as possible in the meeting outline to help attendees prepare.

• Double-check the start and end times to avoid scheduling conflicts.

• Use the Private access option for sensitive or confidential meetings.

If you encounter any issues, check with the platform administrator for help.