Note: remember that you can notify or include someone on any page by typing "@" followed by a username.
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.
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"
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.
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.
Creating WGM Related Pages
1.Select Work Group Meetings page, then select "Create Agenda" Button.
Alternatively, you may select the blue ellipsis from the top of the page.
Then select "WGM Agenda" and "Create"
This Agenda page will be created and ready for editing. Once you are ready to save it, select "Publish" at the bottom right.
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".
3. Navigate back to your WGM Agenda/Minutes page. From here you can see your recently created attendance page.
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.
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.
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.
Remember, to see all Decisions and Tasks for the Work Group, navigate to the Meeting Index page.