User Guide/⏳Using Stackd/Meetings/Create a Meeting

Create a Meeting

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Create a Meeting

  1. Navigate to “Meetings” from the navigation
    2. 1.1. You can also create a project directly from a project, Navigate to “Meetings” within a project then click “Add Meeting”
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    When a meeting is added within a project, it is automatically associated with that project.
  2. Click “Add Meeting”
  3. Complete all available fields for which you have information for
    4. 3.1. Subject, Date, Start Time, Duration, Agenda are Mandatory Fields
  4. Click “Schedule New Meeting”

Copy an Existing Meeting

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If you want to reuse details from an existing meeting, you can create a copy and make edits as needed.
  1. Navigate to “Meetings”
  2. Click “Add Meeting”
  3. Click “Import Previous Meeting Details”
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  4. Select a meeting that you would like to import agenda items or action items from.
    5. 4.1. You have the option to toggle off the option to include agenda topics or action items.
  5. Click “Apply”
  6. Complete all available fields for which you have information for
  7. Click “Schedule New Meeting”