The Docket meeting workspace is where you have the power to view and control the creation and preparation of each Docket meeting.
The Docket meeting header contains the following elements:
The meeting title comes from the Google or Microsoft calendar invite. If the title needs to be edited, the user should go directly to the calendar invite in Google or Microsoft and edit there. Refreshing Docket after a calendar change will refresh the meeting title in Docket.
Meeting Date and Time
The meeting date and time comes from the Google or Microsoft calendar invite. If the meeting date and/or time needs to be edited, the user should go directly to the calendar invite in Google or Microsoft and edit there. Refreshing Docket after a calendar change will refresh the meeting date and time in Docket.
If the meeting is a recurring meeting, there will be a recurrence indicator to the right of the meeting title.
If a meeting is a recurring meeting but you do not see the icon, check your calendar invite and verify the recurrence was not broken. This can happen when someone deletes a meeting in a series and sets up a single occurrence to accommodate for scheduling issues.
The meeting information icon enables you to quickly view the guest list, video and call conferencing, and meeting details that come from your Google or Microsoft calendar invite. Click to open the meeting information panel to view the applicable meeting details.
If details for a meeting are not showing in the meeting information panel, go to the Google or Microsoft calendar invite and verify the information is in the invitation. If the details were recently added to the meeting invite, refresh the Docket meeting page and the details should show in Docket.
The Meeting Information panel also contains the Read Status which helps you to detect meeting readiness and determine next steps to helping your meeting guests be prepared for a meeting.
Video Conferencing Link
The video conferencing link enables you to quickly access the video call for the meeting. This is currently enabled for Zoom video conferencing.
If you schedule a Zoom call within your Google or Microsoft event, the Zoom information will be easily accessible in your Docket meeting. The video icon will be bold if there is a Zoom call as shown below. Clicking on this icon will launch your Zoom meeting straight from Docket.
If the icon is faded, this indicates there is no Zoom call for the meeting. If you add a Zoom video call to your calendar event, you can refresh Docket and the icon should now appear bold (as above), indicating you can launch the Zoom call straight from Docket
A timer displays in the upper right corner of the meeting header. This timer counts down how much time is left in the meeting to help remind all attendees throughout the session.
- The moment the meeting is supposed to start, the timer automatically starts counting down. For example, if the meeting is scheduled at 8:00 am, regardless of whether anyone is in the meeting Docket will start the countdown. This is a great feature to help guests take meeting start times seriously.
- If the meeting is 30 minutes long, the timer will start at 30:00.
- If the meeting is 60 minutes long, the timer will start at 1:00:00.
- If you arrive 2 minutes early to a 30 minute meeting, the timer will show 30:00 and will be gray.
- If you arrive 3 minutes late to a 30 minute meeting, the timer will show 27:00 and will be black.
- If the meeting is over, the timer will show 00:00 and will be gray.
The time does not count into negative time. It is best practice to end a meeting on time so it is up to you and your guests as to whether you continue the discussion or conclude your meeting.
Account Access and Settings
Your avatar or initials display in the upper right corner and give you access to your account and settings.
View your email address you used to sign into Docket.
Go to your settings to make changes to your email preferences and integrations. See the article on Docket Settings for more information.
Use this to sign out of your account and to sign back in should you use Docket with multiple accounts.
Every meeting should have a goal to ensure the guests understand the purpose of the meeting and the desired outcome to make the most of your meeting time. Define the meeting goal to bring clarity to your meeting.
The meeting workspace contains several different sections that help you and your meeting guests stay organized throughout the meeting process.
The agenda tab enables you to create agendas or use previous agendas (for recurring meetings) to help prepare your meeting guests on the topics to be discussed.
Any meeting guest can add resources to each agenda item so that attendees can view them before or during the meeting, helping increase productivity throughout the meeting process.
The agenda tab is collaborative so anyone who is a guest of the meeting can create or modify an agenda in preparation for a meeting.
For more information on creating an agenda, see the article on how to Build a Docket Agenda.
The notes tab is a space for anyone invited to the meeting to take notes. All notes in the notes tab are visible to all meeting guests.
Guests can add notes, add tasks or actions items, and include due dates.
The "@" icon on a note enables you to assign a line item to a meeting guest.
When someone is assigned a task, their avatar or initials will show to the right of the line item.
The calendar icon on a note enables you to assign a date to the line item or task.
For more information on taking notes in Docket, see the article on Take Meeting Notes in Docket.
If an agenda is not created for a meeting, you can still use the notes tab to take notes for the meeting. All notes in the general notes section are visible to all meeting guests.
If an agenda is later added to the meeting, the general notes will become a part of the meeting agenda automatically.
For more information on taking general notes in Docket, see the article on Take Meeting Notes in Docket.
The resources tab displays resources added in the agenda or directly to the resources tab. Meeting guests can view resources before or during the meeting, helping increase productivity throughout the meeting process.
For more information, see the article on Resources in Docket.
The collaboration button in Docket enables you to quickly share a meeting with a meeting guest for any purpose such as to :
- make them aware of the meeting.
- ask them to collaborate in building an agenda for the meeting.
- notify them of ownership of an agenda section.
- to share decisions or outcomes from a completed meeting.
- many more reasons!
Select the user and send a custom message that will notify the guest of your request or purpose for sharing the meeting.