Create a new meeting
Create a new “meeting board”? or add a meeting date to an already existing board?
In both cases, open the “Meeting” item in the left menu, then “New meeting” with the button on the right.
In the page loaded, you will be able to choose between these two options.
Create a new “meeting board”
By choosing “new meeting”, you will now be able to add a new decision board in your iPerfony.
There are 4 blocks of information that can be completed.
First, you must name your meeting: COMEX, COPIL, COMOP, XYZ Project Meeting … This is the only essential information to create the instance. All other information may be processed later.
In addition to the name, you can add a description of the meeting that will allow everyone to remember why the meeting is being organized.
People and their roles
Now you can also add the people who will be invited to meet.
Open the drop-down menu or enter the start of a name and choose the person concerned. If your guest is not already registered in your iPerfony, you can create it automatically by validating after entering their name. Remember that adding participants is completely free!
Thanks to the 2 drop-down menus, you can determine who is the manager and who manages the meeting with you.
Date, time, frequency and location
You can now set the date and time for the first “meeting-event” using the drop-down menus.
If you already know the frequency of your future events, click on the “toothed wheel” button to plan a frequency.
Link the meeting with action plans
The purpose of this section is to allow you to link your meeting and the actions you want to be followed by the decision-making body that will be meeting.
There are several possibilities:
- Automatically create a file that will have the same name as your meeting: for example, you will have a “COMEX” meeting and a “COMEX” file.
The actions decided upon will be added to the action plan for this new folder.
- Link the meeting with one or more existing files. A click in the input area allows you to choose the folder or folders that you will manage during this meeting.
- Use multiple criteria to display a tailor-made action plan. Choose from folders and themes to display only the actions you want.