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: Only meetplace owners, admins and members can create projects and invite meetplace team members to this project.
Note: Projects status is pending by default, it can later be changed from edit project.
In just two steps you're able to add new projects with proper details. 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 select your project team members and click create.
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.
And if you click on the edit icon, you're able to edit project details and members. Here's a preview of what a typical project's dashboard would look like.
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.
Project scheduled and finished meetings
All your actions status (completed, overdue or active).
All decisions taken or called for vote.
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 MOM right from the timeline.