Meetings Overview

Learn about meetings and how to use them.

Please note: This article applies to all users.

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What is covered in this article? 

• Start a Meeting
• Add Attendees to Meetings
• Navigate the Meeting Form
• Start Recurring Meetings
• Past Meetings

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Start a Meeting

To begin a Meeting, click Start on the top menu, then Start a Meeting then Start New Meeting or Start Recurring Meeting.

If you select Start New Meeting, you will be prompted to choose from existing Meeting Types.

Select your meeting template from the dropdown menu and then click Create.

 

Add Attendees to Meetings

Add participants by typing a name in the search box on the Participants widget. Once the name appears, click it to officially add a user to a meeting. Using the Options button, you can also import a group of participants or mass-assign action items.

You can use the green check button to mark participants as present or absent.

Action Items

The Action Items icon next to each participant's name is used to assign Action Steps, Goals, or To-Dos that develop from the meeting. You will see all participants and teachers will only see themselves. 

Navigate the Meeting Form

There are three key sections to Meeting Form: Meeting Details, Meeting Notes, & Files.

Meeting Details

Fill out information about the meeting in the Meeting Details widget. You have the option to restrict information to only participants and absentees at the bottom of the widget. You can also choose to make a meeting recurring to keep all of your notes in one place.

 

Meeting Notes

Use the Meeting Notes widget to take shared or private notes. 

As a reminder: Throughout the platform, information entered into peach text boxes is shared. Information input into white text boxes is private. These notes are private from teacher participants, as well as participants with the same permission level as the user. For example, if you are a coach, other coach participants, as well as all teachers, will not have access to these notes. Assistant administrators and administrators will have access to these notes. 

 

Files

Upload any files from your computer or add files from the Resource Library in the Files widget. Any files added to Files will be available to all participants.

 

 

Start Recurring Meetings

If you selected the Make Recurring in the top-right corner of the Details box you can start a Recurring Meeting in the future. To start a Recurring Meeting, select Start > Start Meeting > Start Recurring Meeting. Select the green plus icon next to the original meeting. 

Past Meetings

You can access all previous meetings connected to the one you just created by selecting the Past Meetings button in the upper right hand corner. 

Do you need more information?
Click the Support and Feedback button or email us at [e-mail]