Setting up a Meeting Series/Meeting

Select Meeting Notes from the  (Project Menu) to access the Meeting Note Series List. All of the Meeting Series you have access to will now appear grouped by Active and Inactive Series.

How do I create a new Meeting Series?

1. Select the  icon at the upper right of the window.

2. The Add Meeting Series page will be displayed with several fields for you to fill out.

3. You can also check off Users you would like to be able to access the Meetings created inside this Series.

4. Click the  button at the bottom of the page once you have filled out the fields.

5. Note: Meeting Series Manager and Alternate Series Manager are the ones who are able to edit the Series and create new Meetings within it.

How do I grant a User access to a Meeting Series?

1. Click "manage access" to the right of the Series you would like to manage.

2. You can then check off Users you would like to be able to access the Meetings created inside this Series.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. Note: Meeting Series Manager and Alternate Series Manager are the ones who are able to edit the Series and create new Meetings within it.

How do I create a new Meeting?

1. Click on the Meeting Series name of the one you would like to add a Meeting to.

2. Select the  icon at the upper right of the window.

3. The Add Meeting page will be displayed with several fields for you to fill out.

4. Click the  button at the bottom of the page once you have filled out the fields.

5. Note: This creates the Meeting as a Draft and you can revise all of this information still.

How do I Edit a Meeting?

1. At the top of the Meeting there is a link to "Edit Meeting".

2. Make any changes you'd like and then click

How do I E-mail the Agenda of a Meeting out?

1. At the top of the Meeting there is a link to "Issue Agenda".

2. Enter a Subject for the e-mail and check off who you'd like to send it to along with any non-MasterLibrary Users and click Send "E-mail".

3. Note: under the Subject you will see a "show/hide" to see a preview of what the e-mail will look like. 

How do I add Attachments to a Meeting?

1. Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

2. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.

3. Select the desired files and then select the Open button.

4. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.

5. Select the Close Window icon (X) in the upper right.

How do I add E-mail Recipients to a Meeting indicating who should be included when the Meeting is sent out?

1. Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

2. Select the Add Group or Add Contact check boxes next to the Group and/or Team Members or Other Project Contacts that need to see the item, followed by Save Information.

3. Note: Other Project Contacts are managed from the bottom of the Project Team page and are for people who don't need to login but still documented they were in the meeting.