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Arranging your meetings

Arranging your meetings is important, because it’s how MinuteMe® delivers extra value by keeping all related meetings together.

We’ve put together this guide to help you understand the hierarchy in MinuteMe, to help you create meetings in a way that gets the most out of MinuteMe.

The key MinuteMe concepts to get you started:

hierarchy in minuteme illustration

  • A meeting is what you know as a “meeting” - i.e. a meeting of 2 or more people, at a specified time and place.
  • A series is a collection of one or more meetings, all related to the same task/topic/event.
  • A category is your personalized way of grouping related series together.
  • A workspace is a grouping of meetings that are owned by a specific group/team/organization.

Viewing a meeting and series


When you click on a meeting from the schedule dashboard or a series from the series dashboard, you will be taken to the meeting details page.

When you’re on the meeting details page, you’re in the context of a series, and always viewing a specific meeting in the series. The series can include regularly scheduled meetings (e.g. every Monday at 2:30pm) and/or ad-hoc meetings:

Add meeting from dashboard

A

The left panel lists all meetings in the series allowing for quick navigation between the meetings in the series.


B

The workspace and category name at the top is a link back to the category dashboard.


C

Managing the series is done via the action menumenu iconnext to the series name at the top of the left panel.


D

The right panel displays the current meeting being viewed.


E

Managing the meeting is done via the action menumenu iconnext to the meeting name at the top of the right panel.


F

The meeting can be moved to another category by clicking on the existing category name.


Tip: Read more in our get started guide on series and meetings

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Creating a meeting


From the dashboards

New series, and meetings, can be created from the dashboards:

Add meeting from dashboard

If you create a meeting from within an existing workspace or category, we will automatically choose that workspace and category for you. But you can change it.

When you add a meeting, you choose the workspace, and then choose between a series or a single meeting.

Create a series if you can see that you will meet about this task/topic/event more than once in the future, regardless if it’s on a regular schedule, or an ad-hoc basis.

option in meeting modal

Tip: One-off meetings can be converted to a series later, if you wish to add more related meetings.

From within an existing series

If you wish to add another ad-hoc meeting to an existing series, click Add meeting to this series (for an existing series), or Include another meeting (for a one-off) in the left panel of the meeting details page.

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Workspaces


Every user has their own personal workspace when they join MinuteMe, however you can create other workspaces depending on the ownership of the meetings.

Workspaces provide a management layer for your meetings - for example, removing a user from a workspace will remove their access to meetings in the workspace.

If you are a member of your team’s workspace it will display in the left sidebar where you can see the list of your categories.

workspace highlighted in the schedule dashboard

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Categories


A category allows you to group your series together in a way that makes sense to you. This same grouping is also displayed for your actions on the My action items page. The category is specific to you, and not visible by other users.

When you are added to a workspace you will have a category called “Meetings”, and any meeting you are invited to will go into the “Meetings” category by default. When you create your own meeting, you can choose the name of the Category.

For information on managing categories, refer to the categories help guide.

In the series dashboard

The series dashboard is for viewing a single card for each series you have access to, highlighting the next meeting coming up in the series, or the last meeting held if there is no upcoming meeting.

The All series list will display all series, across all workspaces and categories.

Choosing a workspace or category from the left panel will filter the display to show only the series in that workspace or category.

category highlighted in series dashboard

category in series dashboard

A

Category color and name. Click the color or the name to change it.


B

A single card represents a series (regardless of how many meetings are in it) or one-off meeting.

Tip: Using the grey color for a category means the highlight will not display in the dashboards.
C

The next scheduled meeting in the series if there is one, or the last meeting held. Click the card to open this meeting in the meeting details page.


In the schedule dashboard

The schedule dashboard is for viewing the meetings you attend, by date.

The All meetings list will display all meetings that you attend, across all workspaces and categories.

Tip: If there are meetings you have access to, but do not attend, you will access these via the series dashboard.

Choosing a workspace or category from the left panel will filter the display to show only the meetings in that workspace or category.

category highlighted in meeting dashboard

category in meeting dashboard

A

Category color and name. Click the color or the name to change it.

Tip: Using the grey color for a category means the highlight will not display in the dashboards.
B

Details for the meeting. Click to open it in the meeting details page.



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