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Converting a Meeting Agenda to a Meeting

1. Navigate to the Meeting Agenda


2. Select the Create Meeting button within the Meeting Agendas grid on the Agenda being converted.

3. Update any of the Meeting Information brought in from the Agenda and assign a Meeting Type

Meeting Agenda notes are brought into the Meeting as "Notes before Meeting Minutes"


Meeting Agenda notes are brought into the Meeting as "Notes before Meeting Minutes"


4. Select Update to collapse the top portion of the Meeting. The Meeting is now ready to be updated. 

Invitee's have been converted to Attendee's on the meeting. Their Invited Status is determined by the send of the Agenda. All Agenda Items are converted to Meeting Minutes. 

Additional Resources

Create Meeting Agendas

Send the Meeting Agenda Notifications