This guide provides a straightforward process for setting up and editing meetings for PLC and other collaborative teams, ensuring efficient organization and communication. By following these steps, users can easily schedule meetings, select dates and times, and make necessary adjustments as needed.
Tip: Tip! Although these directions reference "PLC Team," the directions also apply to other types of collaborative teams .
1. Navigate to the PLC Team page.
2. Click "Add Meeting"
3. Click "PLC Team"
4. Click "Weekly Meeting Meeting"
5. Click the "Task Name" field and choose meeting name
6. To choose the meeting date, click the "Meeting Date" field.
7. Choose your date.
8. If you want to have a specific time of day, click the "Scheduled Time" field and choose the time.
9. Click "Create Task"
How to View Notes from Past Meetings
Tip: While in one meeting, you can see notes from past meetings by opening "Insights" in a side panel on the right.
10. Click the top right icon to open the side panel.
11. It will open all the information from past meetings in the side panel.
You can scroll within the side panel to see all questions in the meeting notes.
If you click on the title of the question, the analytics dashboard will open for that question.
12. Note: this opens in another tab so that you do not lose access to the current meeting notes.
Optional: If you need to edit any details after you create the meeting:
13. Click on the three dots.
14. Click "Edit Details"
15. Click "Save Changes"
