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First Use/Familiarizing


Note: remember that you can notify or include someone on any page by typing "@" followed by a username. 



1.Upon first use, Select "Meeting Index" from the Side Bar. 



The Meeting Index page looks as follows upon first use: 



This will populate with Tasks/Decisions/Notes from both WGM's and Conference Calls/Meetings, and should be looked at as a place to go when you'd like to see the entire Work Groups Status. 


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2.Select the Conference Calls/Meetings page.


This is similar to the Meeting Index page in that you can see Tasks/Decisions from meetings. However, this will only populate with Tasks/Decisions from Conference Calls and will exclude Work Group Meeting Tasks/Decisions.



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3.Select the Work Group Meetings page.

This again, is similar to the Meeting Index page and Conference Calls/Meetings page in that it serves as an overview for Tasks/Decisions However, it is exclusively related to the Working Group Meetings.


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Creating Conference Call Subpages




1.Select Conference Calls/Meetings page, then select "Create Agenda" Button

This Agenda page will be created and ready for editing. Once you are ready to save it select "Publish" at the bottom right.

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2.Once published, you new Conference Call Agenda will be displayed under the "Conference Calls/Meetings page.

From here, you may create a Decision brought up within a Conference Call by selecting "Create Decision from template" 

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3.Upon selecting "Create a Decision from template" you will be shown this Decision Template for editing.

Once your decision is published, it will be nested under whichever Conference Call/Meeting Agenda you created it from. 




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4.Adding Tasks to Agendas or Decisions may be done by editing the Agenda or Decision page and then tagging a user by typing "@" then the person's username, followed by the task they are assigned. Dont forget to Update after changes. 

Agenda Task Creation                                                  Decision Task Creation

 



Note: By navigating back to the Conference Calls/Meetings page, you will see populated Tasks and Decisions.


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Creating WGM Subpages



1.Select Work Group Meetings page, then select "Create Agenda" Button


This Agenda page will be created and ready for editing. Once you are ready to save it, select "Publish" at the bottom right.

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2. To create an Attendance, from your newly created Agenda page Select "Create Attendance"



An Attendance Template will be displayed and once you are done taking Attendance select "Publish".

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3. Navigate back to your WGM Agenda/Minutes page. From here you can see your recently created attendance page.



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4. To create Minutes for your WGM select the "Create Minutes" button from your WGM Agenda Minutes page. 



A Minutes Template will be displayed for your editing. Don't forget to select the Publish Button on the bottom right to save. 


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5.Navigate, to your WGM Agenda/Minutes page. From here you can see your recently created minutes.

If you'd like to create a decision, navigate back to your minutes and select "Create Decision from Template" button. 


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6. Finally, navigate back to your WGM Agenda/Minutes page and take note that you can use this as a Home page for a specific WGM. You can easily access/update Attendance/Minutes/and the Agenda all from this page. 


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Remember, to see all Decisions and Tasks for the Work Group, navigate to the Meeting Index page. 



















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