There are so many ways you can use Docket but if you want the quick version, follow these steps to a happy meeting!

We'll quickly cover these top Docket features including:

  • Create a Docket Agenda
  • Share a Docket Agenda
  • Take Docket Notes
  • Share a Docket Recap 

Create a Docket Agenda

Create a Docket agenda to decide what should be discussed during the meeting.

  • Select an event from the event panel on the left side of your Docket workspace.
  • Once selected, the event information (title, date, time, etc.) will show on the right.
  • Set a goal or meeting purpose under the title so your guests will know the reason for the meeting.
  • On the Agenda tab, create your agenda adding as many items as needed. 
  • Add attachments or resources as desired for pre-reads or tools for the meeting.

More to know on Docket Agendas including:

Share a Docket Agenda

Share a Docket agenda to inform guests of what is expected during the meeting.

  • Click Share Agenda on the right.
  • When the Share modal opens, all meeting guests will be selected automatically to receive the agenda. If you wish to remove anyone from the recipient list, click on their avatar/initial to de-select them.
  • Enter a personalized message or accept the defaulted message your guests will receive with the agenda.
  • Scroll to review the agenda one last time. 
  • Click Send to send the agenda message.

More to know about sharing Docket agendas including:

Take Docket Notes

Take Docket notes at any time before, during, or after a meeting to capture discussion, decisions, actions, and tasks.

  • Click on the Notes tab in your Docket meeting.
  • Start taking notes, either in the agenda sections you created or in the general notes or private notes sections.
  • You can assign a task by typing "@" before a name or selecting the "@" symbol to the right of each note. You can assign a due date for the task by selecting the calendar symbol in the note as well.
  • Open resources as desired throughout the meeting.

More to know about Docket notes including:


Share a Docket Recap

Share a Docket recap with meeting guests to help everyone be aligned from results and decisions in the meeting.

  • Click on Share Recap in the Notes tab.
  • When the Share modal opens, all meeting guests will be selected automatically to receive the recap. If you wish to remove anyone from the recipient list, click on their avatar/initial to de-select them.
  • Enter a personalized message or accept the defaulted message your guests will receive with the recap.
  • Scroll to review the recap one last time. 
  • Click Send to send the recap message.

More to know about sharing Docket Recaps including:

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