Core Business

Meetings

Meeting scheduling, invites, and RSVP tracking alongside the same clients, projects, and tasks the meeting is actually about.

5Features
2Benefits
11Industry Clouds

Problems Solved

  • Meeting context lives in a separate calendar tool, disconnected from the work it's about.
  • What got agreed to in a meeting quietly never turns into actual work, and nobody notices until someone asks.

Benefits

  • Meetings stay linked to the work they're about
  • A real, honest count of which meeting decisions actually became work -- and which didn't

Features

SchedulingInvitesRSVP trackingWaiting room with host admit/denyMeeting-to-Outcome Tracer: real action items, promotable into tracked tasks

How It Actually Works

1

Meeting scheduled

Created with real invitees, who each get an invite to accept or decline.

2

Join requested

A participant requests to join; the host sees them in a waiting room and explicitly admits or denies each one, rather than anyone with the link walking straight in.

3

Action items logged

Commitments made in the meeting are logged as real records -- logging one is separate from promoting it into a real Task, so what's tracked is never confused with what was just said.

4

Promoted to a task, or not

One click turns an action item into a real Task in a chosen project, reusing the same task-creation path as any other task. Anything left un-promoted shows up honestly as "never turned into work" in the meeting outcomes summary -- never silently dropped.

5

Meeting runs, then ends

Participants can leave individually, or the host can end the meeting for everyone -- both are explicit, logged actions.

Getting Started

  1. 1Enable Meetings from the Module Marketplace
  2. 2Schedule a meeting against a lead, client, or project so it stays linked to the work it's actually about, not a bare calendar entry

Used In These Industry Clouds

Related Knowledge Articles

Works Well With

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