How to Create and Manage a Meeting Space

Table of Content

What Is a Meeting Space?

How to Create a Meeting Space

How to Access Your Meeting Spaces

How to Manage Your Meeting Spaces

How to Access and Manage the Dashboard of a Meeting Space

How to View and Filter Decisions in Your Meeting Space

How to View and Filter Polls in Your Meeting Space

How to View and Filter Attachments in Your Meeting Space

How to View and Manage Members in Your Meeting Space

How to Add Meetplace Users to a Meeting Space

How to Quickly Find an Existing Meeting Space 

 

What Is a Meeting Space?

A meeting space is a space you create for a team or project. This allows you to link each meeting you create to a specific team or project, providing better organization and insights for your meetings. You can create an unlimited number of Meeting Spaces in your account, whether you are a Meetplace Owner or Member. 

How to Create a Meeting Space

1. Click on the “+Create” tab on the top right and choose “Space” from the dropdown list.
2. Add details like title, type, start and end date (in case you're creating a project space), and members.
3. Click “Create” to save your meeting space.
   
   

How to Access Your Meeting Spaces

1. Click on  on the side menu on the left to access your meeting spaces.
2. Click on the "All" tab at the top of the page to access what you need.
   
   
3. Choose "Project," "Team," "Committee," or "Board" from the drop-down list for a more specific search.
   
   

How to Manage Your Meeting Spaces

1. Click on  on the side menu on the left to access your meeting spaces.
2. Click on at the top right to filter your meeting spaces using keywords, statuses, names, dates, and tags.
3. Click on  to sort your meeting spaces the way you prefer.
4. Click on to view all your archived meeting spaces.
5. Click on to view all your starred meeting spaces.
6. Click on  to view your meeting spaces as tiles.
7. Click on  to view your meeting spaces as lists.

How to Access and Manage the Dashboard of a Meeting Space 

1. Click on  on the side menu on the left to access your meeting spaces.
2. Click on a meeting space card to open its dashboard.
3. Click on the “Overview” tab on the top to view the details and insights of the meeting space.
   
   
   
   
4. Click on the “Meetings” tab to view the meetings linked to the meeting space. Click on "+ Create meeting" to directly create meetings linked to the meeting space.
   
   
   
   
5. Click on the “Actions” tab to view all actions assigned to the meeting space and filter and sort them.
   
   

How to View and Filter Decisions in Your Meeting Space

1. Click on the "Decisions" tab on top to view all decisions related to the space.
2. Click  in the top right to filter decisions alphabetically, from newest to oldest, or from oldest to newest.
3. Click on a decision card to view its details on the right.
   
   

How to View and Filter Polls in Your Meeting Space

1. Click on the "Polls" tab on top to view all polls related to the space.
2. Click in the top right to filter polls alphabetically, from newest to oldest, or from oldest to newest.
3. Click on a poll card to view its details on the right.
   
   

How to View and Filter Attachments in Your Meeting Space

1. Click on the "Attachments" tab on top to view all attachments related to the space.
2. Click in the top right to filter attachments alphabetically, from newest to oldest, or from oldest to newest.
3. Click on an attachment card to view its details on the right.
4. Click on the three-dotted line in Item Details to download or delete an attachment.
   
   

How to View and Manage Members in Your Meeting Space

1. Click on the "Members" tab on top.
2. You can filter or view members by role by clicking on the drop-down list next to "Role."
3. You can manage each member's role from the three-dotted line on each member's card by changing roles or removing people from the meeting space. Only the manager and meeting space admin can manage members and permissions in a meeting space.
   
   

How to Add Meetplace Users to a Meeting Space

1. From the "Members" tab, click on the "+Add members" button on the top right.
2. Add the members' names, and then click "Add."
3. You can choose each member's role by clicking on their name and then choosing "Manager" or "Member."
   
   

How to Quickly Find an Existing Meeting Space

1. Navigate to the search bar at the top of your interface.
2. Click on "All" and choose "Meeting space."
3. Type any keyword and a list of matching results will be generated.