View a Meeting

Objective

To view a meeting in the project's Meetings tool.

Things to Consider

• Required User Permissions:
  • To view a meeting, 'Read-only' level permission or above on the project's Meetings tool.
  • To view a meeting marked 'Draft Meeting' or 'Private', 'Read-only' level permission and above AND the user must be added to the 'Scheduled Attendees' list.

Video

Steps

1. Navigate to the project's Meetings tool.
   This reveals the Meetings list page.
   Note: Meetings are organized into meeting sets that can be expanded or collapsed by clicking on the caret (>) to the left of the meeting title. 
   
2. Locate the desired meeting. Then click View.
   
   
   
   The system reveals the selected meeting's agenda (or minutes, if the meeting is in minutes mode). 
3. In the 'Meeting Information' area of the 'Meeting' tab, you can either view the meeting's information or click Edit to change the information as follows:
   • Video Conferencing Link: Click on the video conferencing link to launch the virtual meeting.
4. In the 'Scheduled Attendees' area, view the following information:
5. Under the 'Meeting Items' area, view all of the meeting's items:
   Note: You can also click View to see detail about the selected item.
6. You also have these options:
   • Related Items. Click this tab to view any related items added to the meeting. See Add a Related Item to a Meeting.
   • Emails. Click this tab to view any emails associated with the meeting. See Forward a Meeting by Email and Initiate an Email Communication Thread for a Meeting.
   • Change History. Click this tab to view the meeting's history. See View the Change History of a Meeting.

See Also

• Create a Meeting
• Edit a Meeting