Edit a Meeting
Objective
To edit a meeting in the project's Meetings tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
OR - 'Read Only' level permissions or higher on the project's Meetings tool with the 'Update Meeting' granular permission enabled on your permissions template.
Note: Users with this level of permission can only update meetings that they have access to view (either that the user created, private meetings the user is an attendee for, or public meetings that the user has access to).
- 'Admin' level permissions on the project's Meetings tool.
Steps
- Navigate to the project's Meetings tool.
- Locate the meeting you want to edit. Then click Edit.
- Update any of the following fields:
- The option to edit the meeting # is only available if there is one meeting.
- Video Conferencing Link: Copy and paste the video conferencing link for your attendees to access.
Note: The full URL of the meeting link (starting with https://) must be included in order for it to display as a hyperlink. -
Notes: Enter any additional meeting notes.
Note: This field is only available for meetings in 'Minutes' mode. See Convert a Meeting from Agenda to Minutes Mode.
- Click Update.
The system saves your changes to the general information and scheduled attendees. - If you want to proceed with editing the Agenda, click the Edit button.
This places the meeting into edit mode. - In the Meeting tab, update the information in the Agenda section as follows:
- Click Done.
The system saves your edits to the agenda.