Welcome to the company settings for meetings! In this guide, we will walk you through the various configuration options available to administrators in your workspace. The company settings by default are turned on. Let's dive into the company settings for meetings and learn how to configure them.
1. Allow Settings to be Changed on a Per-Meeting Basis
The first setting is "Allow settings to be changed on a per-meeting basis." Enabling this option allows employees to modify the meeting settings for each individual project meeting. This can be helpful when different projects have specific requirements for their meetings. To enable or disable this feature, follow these steps:
Go to "Company Settings" in the left navigation bar.
Click on the "Meetings" tab.
Find the option "Allow settings to be changed per meeting."
Toggle the switch to "Yes" if you want to permit employees to customize settings per meeting.
Toggle the switch to "No" if you want to disable this feature and maintain uniform settings across all meetings.
2. Allow Multiple Discussion Items in a Topic within a Meeting
The next setting is "Allow multiple discussion items in a topic within a meeting." When enabled, this feature allows multiple discussion items to be added to a single topic during a meeting. If you prefer a more focused approach, you can limit each topic to a single discussion item. Here's how to configure this setting:
Navigate to "Allow multiple discussion items in a topic within a meeting."
Toggle the switch to "Yes" to enable multiple discussion items within a topic.
Toggle the switch to "No" if you want to restrict each topic to a single discussion item.
3. Allow Custom Categories
The "Allow custom categories" setting provides users with the flexibility to add their own categories to a meeting if they are not available in the standard template. This allows for better organization and tailoring of meetings to specific project needs. To set up this feature, follow these steps:
Navigate to "Allow custom categories."
Toggle the switch to "Yes" to enable users to add custom categories.
Toggle the switch to "No" to limit users to predefined categories only.
4. Status Settings for Discussion Items or Topics
The "Status" setting allows users to assign statuses to discussion items or topics of a meeting. By default, the status setting is for discussions, but you can customize it to align with your workflow. Here's how to adjust this setting:
Navigate to the "Status" setting.
Choose "Discussions" to apply statuses to individual discussion items.
Alternatively, choose "Topics" if you prefer to assign statuses to meeting topics.
5. Meeting Minute Disclaimer
The final setting is the "Meeting Minute Disclaimer," which will be automatically included in each set of meeting minutes. This disclaimer is customizable, allowing you to tailor it according to your company's specific requirements. By default, a general disclaimer is included to get you started. This is not editable in the project meeting.
Navigate to the "Meeting Minute Disclaimer" setting.
Click on the field to edit the disclaimer according to your company's needs.
Remember to save your changes after adjusting any of the settings mentioned above. These configurations will ensure that your meetings are organized efficiently and tailored to your workspace's requirements.
That concludes our guide to the company settings for meetings. Now you can make the most out of your meetings using the customized configurations. If you have any more questions or need help with the meetings module, feel free to explore our additional help resources or reach out to our support team using the chat icon or emailing us at success@ingenious.build
Next Steps
Creating and Customize Templates for Meetings