Docketboard provides you with an outlook of your week so you can quickly identify what you need to do for your meetings. Everyone's Docketboard is unique, showing you key metrics and providing guidance, taking the guesswork of what to do next so you can focus on what is most important....your work.

Here is an overview of each component on the Docketboard.

Week Selector

The week selector enables you to view last week, this week, and next week and will default to this week for a current-week view of your meetings. Use last week to quickly glance at your accomplishments, this week to see your weekly progress, and next week to start preparing ahead for what comes next.

Meetings I Own

Meetings I Own provide a view of events from your calendar in which you are the meeting owner/organizer. (If you would like to see metrics around all of your meetings in totality, regardless of ownership, you can see this information below in the From Your Calendar section.) Fill in the rings by completing each meeting action.

TIP: Events which have been hidden from your Event Panel will not be counted in this section. Ex. You have a calendar event for a haircut that you have hidden on the event panel because it does not require an agenda or recap.

Let's break down the information in this section:

Meeting Task Progress Tracker

How to use this: Creating agendas, setting meeting goals, sending agendas, and sending recaps are all good meeting habits that help others be prepared, be informed, and stay aligned. Use this section to see your progress throughout each week in preparing for and informing others about your meetings.

The tracker rings show progress of any agendas created, goals set, agendas sent, and recaps sent throughout the week in view. As any of these actions are taken in Docket, the tracker rings will advance to show the percent of work completed in each category.

Example: You have 6 meetings this week and 3 have agendas created, the ring corresponding with Agendas Need Created will have advanced half way around the circle.

As you hover over each ring, the corresponding category box will highlight to provide clarity around the information provided. To dig deeper into each category, continue reading below.

Agendas Need Created

How to use this: Agendas are critical for preparing and informing others about the purpose of a meeting. Use this section as a guide to build a healthy habit of creating agendas prior to each meeting.

What it displays: This section provides a total of the following within the week in view:

  • How many total meetings you own

  • How many agendas for meetings you own have yet to be created

At the beginning of the week, this will show your total number of meetings and total number of agendas that haven't been created yet so the number will be high assuming you have meetings during the week. As the week and meetings progress, the total number of meetings continue to reflect the number of meetings you own while the number of agendas to create decrease whether you created any or not. This is because once the meeting is done, there is no need to create an agenda. By the end of the week, the total number of agendas to create should be zero given there are no more meetings to be had.

Example: You may have 6 meetings this week and you created 3 agendas for those meetings. This section would say you have 6 Total Meetings and show 3 Agendas Need Created. If 2 of those meetings have already occurred, this section would say you have 4 Total Meetings and show 3 Agendas Need Created.

How it Works with Task Progress Ring: As you hover over this section, the corresponding Task Progress Tracker Ring will highlight to show your progress for created agendas as well.

Goals Need to Be Set

How to use this: Having a goal for a meeting helps others understand the purpose of why they are meeting. Use this section as a guide to build a healthy habit of setting a meeting goal on every agenda prior to each meeting.

What it displays: This section provides a total of the following within the week in view:

  • How many total meetings you own

  • How many goals for meetings you own have yet to be set

At the beginning of the week, this will show your total number of meetings and total number of goals that haven't been set yet so the number will be high assuming you have meetings during the week. As the week and meetings progress, the total number of meetings continue to reflect the number of meetings you own while the number of goals to set decrease whether you set any or not. This is because once the meeting is done, there is no need to set a goal. By the end of the week, this section should be zero given there are no more meetings to be had.

Example: You may have 6 meetings this week and you created 3 agendas for those meetings but forgot to include a goal on each agenda. This section would say you have 6 Total Meetings and show 6 Goals Need To Be Set. If 2 of those meetings have already occurred, this section would say you have 4 Total Meetings and show 4 Goals Need to Be Set.

How it Works with Task Progress Ring: As you hover over this section, the corresponding Task Progress Tracker Ring will highlight to show your progress for goals set as well.

Agendas Need to Be Sent

How to use this: As mentioned above, Agendas are critical for preparing and informing others about the purpose of a meeting. Use this section as a guide to build a healthy habit of sending agendas prior to each meeting.

What it displays: This section provides a total of the following within the week in view:

  • How many total meetings you own

  • How many agendas for meetings you own have yet to be sent

At the beginning of the week, this will show your total number of meetings and total number of agendas that haven't been sent yet so the number will be high assuming you have meetings during the week. As the week and meetings progress, the total number of meetings continue to reflect the number of meetings you own while the number of agendas to send decrease whether you created any or not. This is because once the meeting is done, there is no need to send an agenda. By the end of the week, this section should be zero given there are no more meetings to be had.

Example: You may have 6 meetings this week and you created 3 agendas for those meetings but forgot to send them. This section would say you have 6 Total Meetings and show 6 Agendas Need to be Sent. If 2 of those meetings have already occurred, this section would say you have 4 Total Meetings and show 4 Agendas Need to be Sent.

How it Works with Task Progress Ring: As you hover over this section, the corresponding Task Progress Tracker Ring will highlight to show your progress for sent agendas as well.

Recaps Need to Be Sent

How to use this: Recaps create alignment by ensuring those involved with the conversation have clarity on any decisions and tasks as a result of a meeting. Typically meeting decisions are not acted upon immediately so having a source of record to be available at a later time will ensure the time in the meeting was not wasted. Use this section as a guide to build a healthy habit of sending recaps following each meeting.

What it displays: This section provides a total of the following within the week in view:

  • How many total meetings you own

  • How many recaps for meetings you own have yet to be sent

At the beginning of the week, this will show zero because you haven't had any meetings yet. As the week and meetings progress, the total number of meetings continue to reflect the total number of meetings you own while the number of Recaps That Need To Be Sent will increase. This is because after each meeting is done, Docket is reminding you to send out a recap for each completed meeting. By the end of the week, this section should be zero if recaps are sent from every meeting but could potentially be a higher number for any completed meeting that did not have a recap sent.

Example: For example, you may have 6 meetings this week and as each meeting completes, the number of recaps to send ticks higher. By the end of the week, your Recaps Need to be Sent will show 6 unless you sent any of your recaps in which the number would decrease per recap sent.

How it Works with Task Progress Ring: As you hover over this section, the corresponding Task Progress Tracker Ring will highlight to show your progress for sent recaps as well.

Week at a Glance

How to use this: Review and jump into your meetings this week.

Daily Meeting List

Each day of your week displays your list of meetings, depending on which day of the week you have selected to view. Each event contains:

  • The meeting title, date, and time straight from your calendar

  • If there is an agenda, an icon will display the number of agenda items

  • If there are guests, an Icon will display the number of guests

  • Hovering over an event will display a 3-dot menu which enables you to edit the meeting on your calendar or hide the event

3-dot menu options include:

  • Edit Meeting - takes you to your calendar to change details as desired.

  • Hide Event - keeps the event in view but marks it as hidden and removes it from your event panel and Meetings I Own totals.

  • Push to Calendar - enables you to sync a Docket meeting to your calendar. Only enabled if an event was created when your calendar and Docket were not connected.

  • Delete Event - enables you to delete a Docket meeting in Docket. Only enabled if an event was created when your calendar and Docket were not connected. All other events must be deleted from the calendar.

Create Meeting

You can create new meetings straight from your Week at a Glance panel. This option will show at the top of the panel for a week of meetings. If you don't have any meetings displayed due to nothing on your calendar or an un-synced calendar, the Create Meeting option will be front and center for your convenience.

Calendar Issues

How to use this: Resolve any scheduling problems.

Conflicts on Your Calendar

Shows the total number of events on your main calendar that are in conflict with other events. Clicking to Resolve the conflicts will display a modal of each meeting in conflict which can take you to your calendar to resolve as desired.

Meetings Missing Conferencing

Shows the number of events missing video conferencing for meetings with at least 2 attendees. Clicking to Resolve will display a modal of each meeting missing video conferencing and take you to your calendar to resolve as desired.

My Tasks

How to use this: It is important you know exactly what tasks are due during the week in view so you can act quickly to complete your most critical tasks.

All incomplete tasks with a due date within the week being viewed along with any tasks that do not have a due date display. Incomplete tasks without a due date display in case they should be due so they are not lost.

You can do the following within this section:

  • View tasks that are due within the week in view

  • Click a task to get to the meeting they were assigned from for further context

  • Check a task that is complete. This will close the task and disappear from your Docketboard. It will show as a completed task in your My Tasks panel

  • Click View All to be taken to your My Tasks panel to view all tasks, regardless of due date or status

Time Allocation

How to use this: Your time is important so Docketboard provides a bird's eye view of the hours you are scheduled in meetings so you can make informed decisions about planning for your week. Drag the dashed line to adjust your meeting hour threshold.

This panel will show each day of the week in view and your total number of hours you are scheduled in meetings according to your calendar. Hover over any day on the chart to see the number of hours you are in meetings.

For any day you are over your desired threshold, Docket will add a red dot to the corresponding day in the Week at a Glance section to inform you as well.

TIP: Time allocation totals follow several rules including:

  • Meetings that are not on your calendar but still remains in Docket due to having an agenda or notes are not included in allocation totals

  • Meetings that have been marked as hidden are not included in allocation totals

  • Meetings that overlap are counted by their time in totality. Ex. Meeting from 1-2pm (1 hour) and a meeting from 1:30-2pm (30 minutes) contributes to the total time allocated as 1.5 hours.

Who I Meet With Most

How to use this: Your meetings will be more productive when those you meet with most are also collaborating in Docket alongside you. Quickly identify who you meet with most and invite them to your team or to Docket so they too can have awesome meetings.

The following outlines the statuses that can display in this section and indicates:

  • Docket User - They are using Docket but not on your team.

  • On Your Team - They are a Docket team member.

  • Invite To Team - You are a Docket team owner and can invite them to join your Docket Team.

  • Invited - You are a Docket team owner and have invited them to your Docket team.

  • Invite to Docket - You are a Docket team member and while you cannot ask someone to join your team (ask your team owner to help with this!) you can certainly invite anyone to Docket to collaborate with you.

From Your Calendar

From Your Calendar provides a view of events from your calendar in totality. (If you would like to see metrics around only meetings you own, you can see this information below in the Meetings I Own section.)

Let's break down the information in this section based on the week in view:

Hours Spent in Events

Shows the total number of hours of events on your calendar along with whether the total is more or less than the week before.

Guests in Your Events

Shows the total number of guests included in the events from your calendar along with whether the total is more or less than the week before.

Orgs Across Your Events

Shows the number of organizations (based on domains different than yours) you are meeting with across the events from your calendar.

Frequently Asked Questions

Why are all of my Docketboard sections empty?

This would indicate either your calendar is not connected or you don't have any events on your calendar. Docket works best when you have meeting events on your calendar or if you intend on creating meetings through Docket. You can either use the create meeting options on the Docketboard or your Event Panel or sync your calendar with the help guides below.

To sync your Google calendar, review this: Sync Your Google Calendar with Docket

To sync your Microsoft calendar, review this: Sync Your Microsoft Calendar with Docket

What affects the Meetings I Own Totals?

  • When you add events to your calendar --> Meeting totals go up

  • When you remove events you own from your calendar --> Meeting totals go down

  • When you use the hide event option --> Meeting totals go down

  • When meetings are completed --> Agenda related totals go down, Recap total goes up

Why does the status for someone I meet with most change from Invited to Invite to Team after I already sent them an invite?

An invitation to your team lasts up to 7 days before the request expires so if the recipient did not accept the invitation within 7 days, it will return the status on Docketboard to Invite to Team. Don't worry! You can hit that invite button and try again. (And maybe remind them you really want them to join your team!).

Why does Docketboard's Meetings Missing Video Conferencing section show less meetings without video conferencing than my event panel or week at a glance?

Meetings Missing Video Conferencing is only displaying meetings with more than one person in addition to the organizer. If the organizer (you) are the only person on the meeting, it is assumed there is no one else to talk to and no video conferencing is necessary.

Why does my calendar show more conflicts than reported on the Docketboard section for Conflicts on Your Calendar?

Docket views events from your main calendar. If your calendar contains sub-calendars with events that overlap your main calendar events, these will not be viewed as conflicts.

Can't find what you're looking for?

Get in touch at

info@dockethq.com

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