From one meeting to the next

Find out how WEDO helps you prepare your agendas and track tasks from one meeting to the next.

Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a week ago

Preparing for the next meeting

Prepare your next meeting based on a previous meeting. When preparing, you can:

  • Adopt the previous agenda while modifying it according to the agenda of the upcoming meeting.

  • Import the content of the previous meeting (Paragraphs, Decisions, Tasks, Files, Images).

ℹ️ By default, the 📁 Sections of your agenda are automatically repeated.

ℹ️ You can set a recurrence on a Topic so that it is repeated at every meeting. From one meeting to another, for recurring Topic 🔃 and Revisited ➡️, you can decide what you want to do with the content of these: Import the content of the previous meeting or Start from scratch.

ℹ️ If your topics have not been set up with a recurrence, they will not be repeated from one meeting to the next. However, you can import them manually when you are in the next meeting:

  • Import all topics at once

  • Import specific topics ⬇️

💡Tip: For non-recurring topics, the ➡️ Revisit button allows you to revisit a Topic in a future meeting agenda:

  • Click ➡️ Revise to revisit the Topic in the next scheduled meeting

  • Click the ⋮ button to choose the specific date you want to take up the Topic

ℹ️ It is also possible to Postpone a Topic to a subsequent meeting.

Follow up on a recurring meeting

A recurring meeting is a regular meeting with a fixed frequency: weekly, every 2 weeks, every month, every quarter, etc.

ℹ️ If you opt for a recurring meeting, WEDO automatically creates the first 5 occurrences. When you are done with the 5th meeting, you can Add the next one.

Tracking an Irregular Meeting

If you want to create a single meeting or have meetings repeat on an irregular basis, select the "does not repeat or irregularly" option when creating.

ℹ️ WEDO creates a single meeting. You will be able to manually add subsequent meetings if necessary to repeat the agenda and content of the previous meeting.

Assign tasks in a meeting ✅

2️⃣ When you delegate tasks in a meeting, managers receive them instantly in their personal space. So attendees are up and running as soon as the meeting ends.

ℹ️ Tasks created from a meeting then appear in the meeting workspace under the Tasks tab. These tasks have a link back to the meeting in their details panel.

Track tasks from one meeting to the next ☑️→✅

You have the ability to track the completion of tasks from one meeting to the next. Keep track of completed tasks when you import your Topic content:

This allows you to track the progress of the tasks and view the completed ones as they will be highlighted in green ✅

Centralization of meeting minutes of a workspace

WEDO centralizes all the meeting minutes of a workspace in the Meetings tab. Use the sorting buttons to display :

  • Upcoming meetings

  • This week's meetings

  • Past meetings

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