meetings: how it works

meetings: how it works

agenda
If the Owner checks the tickbox beside the word "agenda", the option to add an agenda appears.

Each agenda item can have 2x levels of indented sub-agenda items below them.

clock
The meeting clock can be run without an agenda.

The meeting clock will stop if the meeting owner closes the meeting card, so the meeting owner may want to open multiple tabs to work in other parts of #stratapp at the same time as running the meeting.

When the clock is running, if the owner clicks on the first level of each agenda item, the timer will record the time against that item.  As the meeting progresses, you can click on the next agenda item and the timer will move onto that.  You can also choose to hide the agenda items timer.

notes
If the meeting security is set to "restricted", then the notes section of the meeting can be read by any member of the organization.

When the meeting status is set to "active", members of the meeting can "live edit" the notes in the central notes section.

When you click "+add notes", the added note will initially be a "private note".  This is very useful when preparing for meetings.  If you then click the label "PRIVATE", the added note will then become "LIVE", meaning:
- it can be viewed by other members of the meeting
- it can be live edited together with other members, whilst the meeting status is "active" ... this is powerful for collaborating live and agreeing together the meeting notes

When the meeting status is changed to "completed", meeting members will no longer be able to edit the "live notes".  That way, what was agreed to in the meeting stays intact.

You can drag to reorder the notes section by clicking and holding a note.

the anonymous gavel
Every meeting needs one!  You may like to watch this 27sec video: https://stratappsaas.com/blog/the-anonymous-gavel/

The anonymous gavel and other social react options will appear on the central notes section for meeting members, when the meeting status is "active".

meeting actions
You can capture meeting actions by assigning tasks under the "task" tab.  When assigning tasks, you can assign ownership to people who are not members of the meeting (including guests users already added to your organization).

If you select a due date, then each task from the meeting will appear on the task owner's workspace/upcoming page.

meeting actions vs security
If the meeting security is "confidential" or higher, when you assign tasks to non-members they will not be able to read the source of that task (i.e. the title of the meeting). 

For guests users, this applies even if the meeting security is "restricted", to be consistent with guest roles explained here: https://support.stratapp.ai/portal/en/kb/articles/roles



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