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New Meetings Module - FAQs

Streamlined Meeting Management with Enhanced Features

JD Williams avatar
Written by JD Williams
Updated over 2 weeks ago

Frequently Asked Questions

Copying "My Templates" to "Company Templates"

At present, administrators cannot copy personal templates ("My Templates") to shared "Company Templates." We recognize the importance of this feature and are actively working on implementing it in the future.

Deleting Templates

Currently, templates can only be archived, not permanently deleted. We are working on introducing a delete function to provide you with more control over template management.

Disclaimer Customization Per Project

The disclaimer is currently consistent across the company and cannot be customized per project. While this feature is not a priority at the moment, we welcome your feedback and use cases for consideration in future updates.

Topic Re-Ordering and Numbering

Topics can be re-arranged during the agenda and minutes stages, but numbering is fixed once a meeting is published. This ensures consistent topic references across multiple meetings.

Tasks and References

Tasks in the minutes are not linked to references, as they are designed to correspond with specific discussion items. References pertain to broader meeting aspects. If linking these features is important to you, we invite your feedback.

Editing Agenda After Sharing

You can currently edit and re-arrange agenda categories and topics after sharing the agenda without needing to select “Take Minutes.” We are working on enhancements to allow agenda revisions to be shared multiple times for better control.

Making Changes to Previous Meetings

If you need to update minutes from a previous meeting, please contact Customer Support via chat for assistance.


Your Feedback Matters

We value your input and are committed to refining the new meetings module to meet your needs. If you have additional questions or concerns, feel free to contact us. We’re here to help ensure your success with our platform.

Thank you for choosing our platform for your meeting management needs!


See Also

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