Version: The following information is intended for Docket 2.0.0 released after the week of November 1, 2020.

Docket's meeting workspace enables you to create and experience an awesome meeting! Use the body of your meeting workspace to format and arrange your agendas, notes, and resources.

This article will cover the following:

  • Add a meeting
  • Agendas
  • Resources
  • Notes

Add a Meeting

Meetings populate within your Docket Event Panel when you sync your Google or Microsoft calendar, or you create a meeting from scratch. Before you build an agenda, select or create a meeting in your event panel.

Agendas


The agenda space enables you to create new agendas to help prepare your guests for the topics to be discussed. If your meeting is recurring, use the previous meeting's agenda format for your current and future meetings. Once you have completed your agenda, share it with your meeting guests before the meeting.

Non-Recurring Meeting

For a non-recurring meeting, follow the workspace help text and begin filling out your agenda information in the meeting workspace. You can also create an agenda from a template.


Meeting Purpose

The most important item on the agenda is the meeting purpose. This should be a brief and succinct line describing the purpose and desired outcome of the meeting.

Agenda Items and Details

To add agenda items, start by adding a title for each agenda section. This should describe what the topic of the section will be so it is clear to the meeting guests. To provide additional details or direction for each item of the meeting, add agenda descriptions.

Style the agenda description by utilizing the Formatting Bar at the bottom of the workspace screen. This formatting bar has additional editor capabilities including bold, italic, bullets, and highlighting so you can make items in this section as clear as possible.

Tasks

Use Docket tasks to assign actionable items to meeting attendees within an agenda item and or meeting note.

Use the Checkbox Icon included on your Formatting Bar to make turn a meeting note into an actionable item. Assign a due date by opening the calendar icon and selecting a desired date.

Recurring Meeting

If you are building an agenda for a recurring meeting, you can either Create New Agenda or select to Use Last Agenda so long as the meeting is not the very first of the series. If the previous meeting in the series did not have an agenda, Docket will provide you with the most recent agenda it can find in the series.

Agenda Overview

As agenda items are added, the Agenda Overview builds on the left as a table of contents that can be clicked, enabling you to quickly jump from section to section.

Add Duration

Include an agenda duration for each agenda item to help keep the meeting on track. Duration times are available in 5 minute increments.

Resources

Attach resources to your agenda items to ensure meeting preparedness and minimum disruptions during your meeting time.

Click Resources on the right side of an agenda item and select your resource type: Upload a File, From Google Drive, Include a Link. You resources will display within their respective agenda item and be included on any shared meeting agendas or recaps.

Notes

Taking notes during a meeting helps to capture the critical points of a conversation and can highlight any potential conflicts between what was said versus what was heard.

Once your meeting has ended, share a meeting recap containing all of the notes which have been shared before, during, and after a meeting.

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