This quick start guide shows you how to get started with MinuteMe®.
In MinuteMe, we use two key terms relating to meetings - series and meetings:
Read more in our series and meetings help guide.
Set your Title
Set the regular meeting Location. This location will automatically be applied to each meeting in the series - although can of course be changed for each meeting if the location is different.
The Category is your personalized grouping of your meetings. Choose an existing category, or click Create new category to enter a new one. For more information on categories, refer to the category section on the dashboards help guide.
Indicate who can access the meeting using MinuteMe, and what level of access they need to the meeting. For detailed information, refer to the Regular attendees and meeting permissions section of the Series help guide.
Add a new user by typing their name or email address. If they do not appear in the list, type their email address and press enter. For detailed information, refer to the Adding a new user section of the Series help guide.
Set the date and time of the first meeting. If you meet regularly, change the Repeats option to reflect your regular meeting schedule.
If your first meeting starts on different day, you can set the time when the first meeting started
Set your meeting Title.
Select the existing series to add this as an ad-hoc meeting in that series, or leave blank to add a one-off meeting.
This option only appears when you link your meeting with an existing series. Check this to include a special Action item review topic on the meeting’s agenda.
This option only appears when you link your meeting with an existing series. Check this to set the agenda based on the topics in the agenda template. Read more about the agenda template in the series help guide
This option only appears when you link your meeting with an existing series. Check this to create the meeting with the users defined in the series.
Add a new user by typing their name or email address. If they do not appear in the list, type their email address and press enter. For detailed information, refer to the Adding a new user section of the Meeting details help guide.
After the meeting is created, or at any point in the future, you can modify the regular agenda topics for meetings in the series using the Agenda template. These topics will be automatically added to the agenda each time you meet.
The agenda can be updated for an individual meeting from the meeting details page. It will start with the agenda template topics.
Attendees will automatically receive an email on the day of a meeting to advise them to “prepare for the meeting”.
However, you can trigger an email copy of the agenda to the attendees at any time.
A PDF of the Agenda/Minutes can be created before the meeting has started, as well as after the meeting has finished.
Record the meeting attendees, attendance, minutes, action items, documents and private notes on the meeting details page.
Attendance is recorded by clicking on an attendee’s avatar. An X indicates they were absent from the meeting.
Add discussion topics, drag them up and down to re-order, or drag them left and right to change between a topic and subtopic.
Use the rich text editor for the meeting discussion. Action items can be added in-line during entry of the minutes (meeting notes) by typing
@[name]. Any text on the line will be converted automatically to an action item.
Attach documents that are related to the discussion topic by dragging them onto the minutes.
Use the Send minutes button when the minutes and action items are entered and ready to send for distribution.
When you send the minutes a PDF copy of the minutes will be saved to the meeting for future reference, and a copy of the minutes and action items can be emailed to the attendees and other users who have access to the meeting.
Now that you have completed a full cycle for a meeting, the next steps really are to ensure that you update your agenda template as required, and then continue adding and updating your minutes and action items.
When you start your next meeting, you’ll be presented with the Action item review as the first discussion topic. This gives you an actionable summary of action items from all the previous meetings in the series.
Now accountability is much more important, and your meetings can be much more productive.