Meeting items are one of the basic tools for the proper structure and conduct of a meeting. Meeting items can arise from:
- Automatic creation - meeting items are created in the meeting series, and when a meeting occurrence is activated, these meeting items from the meeting series are automatically copied to the activated meeting instance,
- Manual creation - create items by pressing the black button to add a meeting item. Meeting items can also be created by moving them from other instances of meetings.
Before we move on to the description of a particular item of the meeting, it should be said that at this point there is space to add a description, an introduction (in the header), and a conclusion to the meeting (in the footer).
It is possible to select meeting items in bulk and then move them to another meeting or delete them.
To save space, the compact display mode can be switched on, which reduces the displayed text to basic information only.
New item
Create a new meeting item by pressing the "Add item" button, which will bring up a dialog box for defining more information about the meeting item. The meeting item can be of 2 types:
- Simple - it is an option switch called "Text" where we fill in:
- Name of the item,
- Description of the meeting item - this is a description of what we want to discuss at the meeting,
- Duration - we can fill in the estimated duration of the meeting item. The sum of the duration of all the meeting items is then listed in the header of the meeting items, so that we can deduce how long the meeting will last,
- Owner - this is the attendee who created this item,
- Presenters - these are the attendees to whom the item relates and therefore from whom we need some presentation of the item. Presenters will be notified that they have become presenters for this item. In this way they know about the meeting item in advance and can prepare for it,
- Attachments - we will be able to add any attachment we need to the meeting item.
You can also create a simple meeting item by dragging the created note from the right panel into the meeting item area.
- With link to task - in this case it is possible to link a meeting item to a specific task, thus creating a link in the task detail, in the calendar tab, to make it clear that this task was discussed in a meeting item. The rest of the meeting will be identical to the simple meeting type above. We can also create a meeting item with a link to a task by dragging the task from the right side into the meeting item space.
Modification of a meeting point
If a meeting item has already been created, editing it is done by clicking on the meeting item, which will bring up a dialog box similar to the one when creating a new meeting item. Additionally, compared to creating a new meeting item, it is possible to:
- Scroll through the meeting items - we then use the navigation in the header of the dialog box, where we can see the arrows pointing to the right and left and also the order of the total number of meeting items,
- Additional options - in the footer of the dialog we have several options:
- New task - new task can be created for given meeting item,
- Move - a meeting item can be moved to another meeting,
- Duplicate - the meeting item can be duplicated,
- Delete - the meeting item can be deleted.
If the meeting is in the "Processing" state, the edit meeting item dialog will display another field called "Notes", where we write down what we have agreed during the meeting for this item.
