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:
Select and Add a Meeting
Meetings populate within your Docket Event Panel when you sync your Google or Microsoft calendar, or when you create a meeting from scratch. Before you build an agenda, select or create a meeting from your Event Panel.
The agenda section enables you to create new agendas to help prepare your guests for the topics to be discussed. If your meeting is recurring, select Use Last Agenda to use the previous meeting's agenda format for your current and future meeting instances. Once you have completed your agenda, share it with your meeting guests before the meeting.
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
Your agenda item title 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 to the Add agenda description section.
Style the agenda description and notes section by utilizing the Formatting Bar at the bottom of the workspace screen. This formatting bar has additional editing capabilities including bold, italic, bullets, and highlighting so you can make items in this section as clear as possible. You can even add images to your notes section!
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 located within the Task Actions dropdown on the right-hand side of the workspace.
Recurring Meeting Agenda
If you are building an agenda for a recurring meeting, you can either create a 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.
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.
Include a duration for each agenda item to help keep the meeting on track. Duration times are available in 5 minute increments.
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. Your resources will display within their respective agenda item and will be included on any shared meeting agendas or recaps.
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.
Schedule a Follow Up Meeting
Clicking the Schedule Follow-Up Meeting icon will open the Scheduler Panel with all previous meeting details pre-filled.
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