Preparing for the next meeting
Prepare your next meeting on the basis of a previous meeting. When preparing, you can:
Adopt the previous agenda, modifying it to suit the upcoming meeting.
Import content from 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 ✅
1️⃣ You can create tasks from your meetings.
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
