Click Agenda tab and select the appropriate commitee from the list on the left pane of the window:
To create a new meeting:
- Select the Agenda management node under the committee.
- Click New meeting on the ribbon bar.
- Fill in the following fields:
- Title - the title of the meeting;
- Location - the location the meeting is supposed to take place;
- Meeting date/time - the date/time the meeting starts and ends;
- Info the short description about the meeting;
- Responsible - the user who is responsible for the meeting.
- Next, shift to the Participants tab. By default, when a new meeting is created, all members from the committee are copied to the meeting. If new members have been added to the committee later, you can add missing members by clicking Add missing members button. Also, you can add contacts and users as guests with read-only access by clicking Add guest.
- When done, Save you changes.
Deleting committee member
When a committee member does not refer to the meeting anymore, it can be easily removed from the member list.
For this:
-
Navigate to the Participants tab of appropriate agenda
-
Select necessary member and click Remove participant.
-
In the confirmation window, click Yes.
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Please note:
- The delete option is available only for unlocked agenda.
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