The Docket Meeting Header displays all of your meeting details and supplies you with multiple calls to action such as joining a video conference, selecting a meeting template, inviting participants to collaborate, and sharing your meeting agendas and recaps.
This article will cover the following:
Applying Meeting Templates
Meeting Information Panel
Let's break down the various pieces of your Meeting Header
The meeting title, date, and time are all prominently displayed within your meeting header and will reflect any adjustments you make to the name, date, and time within your Google or Microsoft calendar.
Note: To see any update changes to the meeting name, date, and or time made within your Google or Microsoft calendar, simply refresh your browser window after the changes are made.
Click the Templates dropdown to use one of Docket's pre-made templates or create your own template!
Use a Docket Template
Follow these steps to utilize one of Docket's pre-made meeting templates:
Click the downward arrow to the right of Templates and choose Template Library.
Click on a pre-made template to see a preview within the template modal.
Select the desired template and Apply it to your meeting.
Build a Custom Meeting Template
Follow these steps to build your own reusable meeting templates:
Click the downward arrow to the right of Templates and select Template Library.
Click on + New Template in the lower left-hand corner of the template modal.
Update your template's name and Meeting Purpose, and if you like, the Share Agenda and Share Recap Messages.
Add as many agenda items and resources as desired.
Click Done in the lower right-hand corner of the template modal.
You will be redirected back to the general template modal with your new template preselected.
Click Apply to set your new meeting template into the meeting workspace.
Use Recurring Meeting Agenda
If your meeting is recurring, you can use a previously utilized agenda format. Follow these steps to apply a previously used agenda:
Make sure your meeting workspace has no content
On the right-hand side of your Meeting Header select Use Last Agenda
Your meeting workspace will populate with the last iteration of this meeting series' agenda.
Note: You will only have the option to Use Last Agenda if this meeting is recurring.
Use Last Agenda will only display if your meeting workspace does not already contain any agenda items
Use the Collaborate option to email an invite to meeting attendees requesting them to help you build your meeting agenda. Customize the collaboration invitation and send it to the desired meeting attendees.
Meeting Information Panel
Click on Meeting Info to display the Meeting Information Panel on the right-hand side of your Docket workspace. This panel contains the following information which will also be found within the calendar event itself.
Meeting Location-Describes where the meeting is occurring. Note: Video conferencing links will populate here if the meeting has video conferencing available.
Event Description-Contains the video conferencing links and any other information added directly into the calendar event.
Read Status-Displays whether or not a meeting attendee has read a sent meeting agenda and or recap. Note: This is a Pro Tier feature. Follow the instructions outlined in this video to upgrade to Docket's Pro Tier subscription.
Share your Docket Meeting Agendas before a meeting to help your attendees be better prepared for what item(s) will be covered.
Note: The Share Agenda button will only appear after at least one Agenda Item has been added to the meeting workspace.
Follow these steps to share your Docket agenda:
Build your Docket agenda in the Docket workspace.
Click Share Agenda on the right side of your meeting header.
Deselect any attendees to whom you do not wish the agenda to be sent.
Customize the greeting that will be attached to the agenda email.
Click Send to send out your agenda.
Share your Docket Recaps after a meeting to help your attendees stay aligned with what was covered.
Note: The Share Recap button will only appear after notes have been added to at least one agenda item.
Follow these steps to share your Docket recap:
Take notes throughout your meeting in the Docket workspace.
Click Share Recap on the right side of your meeting header.
Deselect any attendees to whom you do not wish the Recap to be sent.
Customize the greeting that will be attached to the recap email.
Click Send to send out your recap.
Join a video conference call by clicking on one of the video conferencing icons in your meeting header.
You can add video conferencing when creating a new meeting within Docket or directly within your calendar event. When a video conferencing option is added to a meeting, its respective icon will display in your Docket meeting header and be available for one click access into your video conference.
Display which meeting participants are adding to meeting agendas and notes with inline authorship. Click the gear icon in your meeting header to either display or hide Authorship.
Use the countdown timer in your meeting header to manage the meeting's time. The amount of time displayed on your meeting timer corresponds to the amount of time for which the meeting was set. When the meeting begins, the timer will reduce in time.
Note: 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.
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