Creating or importing a Draft meeting

Best for: Meeting organizers · Requires: Meeting write access.

To create a meeting:

1. Open Meetings.
2. On desktop, select Draft Meeting. On native, open the add menu and select New Draft Meeting.
3. Enter the meeting title.
4. Open the Draft and complete its overview, attendees, sections, and items.

To reuse a meeting structure:

1. Open the dropdown beside Draft Meeting.
2. Select Import from Project.
3. Choose the source project and meeting offered by the dialog.
4. Review the imported Draft before publishing.

Importing is a starting point. Verify dates, attendees, links, open items, and project-specific references.

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