Now that you have set up your account and invited your team members, it's time to start creating and managing your projects.
Let's get started by creating your projects
Every project has periodic meetings where managers, members, and stakeholders get together to discuss the project's goals, assigned actions, and progress. Here, we help you create your project and then create meetings to be associated with this project.
Here is how to create a new project:
From projects, select (+) create project, either the one on the top right corner or the one right at the center of the page.
Note: meetplace owners, admins, and members can create projects and invite meetplace members to this project.
Projects are visible to the invited members only. Project status is pending by default, it can later be changed from edit project.
Now start adding the project's basic info as project title, code, start and end date, location, and description.
Note: Every project has a unique code to easily filter and search with.
Then search and add your project team members and click create.
How to view your projects?
Your projects have different views;
- 'In Progress' views all running projects,
- 'Finished' views all finished projects,
- 'All' views all projects both in progress and finished.
You can click on your project to view all project details, insights and timeline. You can also view your project’s meetings, actions, notes, decisions & files all in one place right from the timeline.
Click on the edit icon, to edit project details and members. Here's a preview of what a typical project's dashboard would look like.
Here's how to view your project dashboard:
Every project has a dedicated dashboard and timeline so you can see it all altogether, along with visual insights for all your scheduled or finished meetings, actions and decisions taken.
Other than the typical details you'd expect to see here, you're also able to transfer a project's ownership anytime needed from here.
Note: Transforming ownership to another member means losing your own authority of the project and once you confirm this action it cannot be undone.
Here you can expect to view:
Project's total number of meetings, actions, and decisions.
All scheduled and finished meetings.
All your actions status (completed, overdue or active).
All agreed, disagreed or in vote decisions.
Here you can expect to:
View a detailed timeline for all your projects.
View each meeting's members, agenda items, actions, decisions and files.
Easily filter your project's timeline view by meetings, agenda, actions and decisions.
Directly select any meeting within the project to view more details.
You're also able to view your meeting minutes right from the timeline.