Feature introduction

Through the meeting management feature, you can manage all meeting rooms across the company. Within a project, you can select a specific meeting room, send meeting invitations, and record meeting minutes afterward. This helps project managers record and trace important matters effectively.

1. Add meeting rooms

Before creating a meeting, you must add meeting rooms by navigating to Admin > Feature Configuration > Meeting Room.

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Once added, these rooms will appear in the meeting room list.

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2. Add meetings

Navigate to Project > Other > Meeting to add a new meeting. The "Meeting Type" and "Linked Type" fields have built-in options available for selection. Please note that if you are in a Scrum project, or if you are adding a meeting from Dashboard > Meeting, these two fields will not be displayed.

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Select the "Linked Object," such as a "Story." The related stories for the project will then appear in the linked object dropdown menu. You can only select one linked object per meeting.

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After clicking Save, you will automatically return to the meeting list.

3. Write meeting minutes

Click the Meeting Minutes button in the action column of the meeting list to record the minutes.

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You can click the meeting name in the list to view its detailed information.

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4. Meeting notifications

After a meeting is successfully created, the system automatically generates a meeting-type to-do item for all participants.

Participants can view their upcoming meetings by navigating to Dashboard > To-Do > Meeting.

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You can also view a comprehensive list of all the meetings you are participating in under the Dashboard > Meeting section.

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Furthermore, automated alerts can be triggered:

• If email notifications, webhooks, and meeting-related actions are configured under Admin > Notification > Settings.
• Participants will receive corresponding email and webhook notifications whenever these specific meeting actions occur.

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