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New Meetings Module - FAQs
JD Williams avatar
Written by JD Williams
Updated over 3 weeks ago

Q: Can I copy "My Templates" to "Company Templates"?

A: No, administrators cannot currently copy personal templates ("My Templates") to shared "Company Templates." We recognize the importance of this feature and are actively working on implementing it in the future.

Q: Can I delete templates?

A: Currently, templates can only be archived, not permanently deleted. We are working on introducing a delete function to provide more control over template management.

Q: Can I customize the disclaimer per project?

A: No, the disclaimer is consistent across the company and cannot be customized per project. While this feature is not a priority at the moment, we welcome your feedback for consideration in future updates.

Q: Can I reorder and renumber topics?

A: Topics can be rearranged during the agenda and minutes stages, but numbering is fixed once a meeting is published. This ensures consistent topic references across multiple meetings.

Q: Are tasks linked to references?

A: No, tasks in the minutes are not linked to references. Tasks correspond with specific discussion items, while references apply to broader meeting aspects. If linking these features is important to you, we invite your feedback.

Q: Can I edit the agenda after sharing?

A: Yes, you can edit and rearrange agenda categories and topics after sharing the agenda without selecting "Take Minutes." We are working on enhancements to allow agenda revisions to be shared multiple times for better control.

Q: Can I make changes to previous meetings?

A: If you need to update minutes from a previous meeting, please contact Customer Support via chat for assistance.


Your Feedback Matters

We value your input and are committed to refining the new meetings module to meet your needs. If you have additional questions or concerns, feel free to contact us. We’re here to help ensure your success with our platform.

Thank you for choosing our platform for your meeting management needs!


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