Feature Overview

The Project Meetings feature helps teams manage meeting rooms, schedule meetings, send meeting notifications automatically, capture meeting minutes online, and create follow-up action items during the meeting.

It supports the full meeting workflow, from scheduling and notifications to notes and action tracking, making it easier for teams to run meetings efficiently and keep project work moving forward.

Use Cases

• Schedule project meetings and regular team meetings: Book a meeting room in advance to avoid scheduling conflicts. Once the meeting is scheduled, the system notifies all participants so they can plan ahead and avoid missing the meeting.
• Capture decisions during the meeting: Record meeting minutes online, add action items, and assign them to specific owners so discussions and decisions are documented clearly.
• Follow up after the meeting: Team members can review meeting records and track action items afterward to make sure decisions are carried through.

1. Add a Meeting Room

Before you create a meeting, go to Admin > Feature Configuration > Meeting Rooms and add a meeting room.

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Meeting room list:

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2. Create a Meeting

Go to Project > More > Meetings and create a meeting.

Meeting Type and Relation Type come with built-in options.

For Scrum projects, and for meetings created from Dashboard > Meetings, the Meeting Type and Relation Type fields are not shown.

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When you choose a Related Item Type, such as a Development Requirement, the corresponding items from the current project become available in the Related Item dropdown.

Only one Related Item can be selected for each meeting.

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Click Save to return to the meeting list automatically.

3. Add Meeting Notes

Click Meeting Notes in the action column to add meeting notes.

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You can also click a meeting name in the list to open the meeting details page.

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4. Meeting Reminders

After a meeting is created successfully, the system automatically creates a meeting to-do for each participant.

You can view upcoming meetings under Dashboard > To Do > Meetings.

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You can also view all meetings you are participating in under Dashboard > Meetings.

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If email notifications, webhooks, and related meeting actions are configured in Admin > Notifications > Settings, participants will receive the corresponding email notifications and webhook notifications when those actions are triggered.

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