15 articles
Meetings Help
Prepare agendas, organize meeting content, manage attendees, publish minutes, and follow up.
Quick reference
4The 60-second meeting model
Draft agenda → Published agenda → Started meeting → Finished minutes → Next Draft
Read articleStatuses, notifications, and visibility
Status can be changed through the primary action or the adjacent status menu. Use the normal sequence so the meaning of each record remains clear.
Read articlePermissions and availability
Meetings require the Project Management package.
Read articleTroubleshooting meetings
You need Create new meetings, make changes to existing meetings.
Read articlePrepare
4Understanding the meeting lifecycle
Constructable Meetings turns a working agenda into a published agenda, live meeting record, distributed minutes, and the next recurring agenda.
Read articleCreating or importing a Draft meeting
To create a meeting:
Read articleConfiguring the meeting overview and attendees
In Overview, enter the meeting title, description, date and time, time zone, location, conferencing link, and host as applicable. In Attendees, add the people expected to receive agenda and minutes notifications.
Read articleBuilding sections, items, and smart sections
Use the rich-text formatting menu for emphasis and text color in supported descriptions and notes.
Read articlePublish and conduct
3Finding meetings and understanding visibility
The Meetings index groups records into:
Read articlePublishing, starting, and finishing a meeting
Follow the primary status actions:
Read articleReviewing a Published agenda or Finished meeting
Open the meeting to review Overview, Attendees, sections, items, notes, attachments, and event history. Smart RFI and submittal entries can open connected detail sheets when the user has access to those records.
Read articleDistribute and repeat
4Exporting meeting agendas and minutes
The PDF reflects the meeting at generation time, including supported rich-text colors. Download a new file after notes or attachments change.
Read articleCreating the next meeting
Only one next meeting can be created from a meeting. The new Draft carries forward the recurring structure and prior attendees who still have project access, including attendees with All Projects access who are not explicit Project Team members. It does not carry forward the n...
Read articleRenaming and deleting a meeting
Use Rename Meeting to correct the title.
Read articleUsing Meetings on mobile and native devices
Native layouts support creating or importing a Draft from the add menu, opening grouped meeting lists, editing permitted content, changing status, and exporting. Actions may move into compact menus.
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