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).
• Additional Information:
  • The option to edit the meeting # is only available if there is one meeting.
  • The 'Notes' field is only available for meetings in 'Minutes' mode. See Convert a Meeting from Agenda to Minutes Mode.

Steps

1. Navigate to the project's Meetings tool.
2. Click the arrow next to a meeting to expand the series.
3. Click the edit icon for the meeting you want to edit. 
4. Update the meeting information, then click Save Changes. 
5. Make updates to your agenda as needed.
   • Edit a Meeting Item
   • Add a Meeting Category
   • Add a Meeting Item
   • Reorder Meeting Categories and Items
6. Click Save Changes.

See Also

• Edit a Meeting Item
• Add a Meeting Category
• Add a Meeting Item
• Reorder Meeting Categories and Items