Team Leadership Meetings

Explanation

The Team Leadership Meetings area is designed to allow Teams to create and manage recurring meetings. Meetings can contain notes and assigned tasks with specific due dates. All team members may create their own task and add notes for discussion. Team Leaders and Team Scribes may create and assign tasks and add notes for discussion.

Instructions

See the section on Leadership Meetings for details on creating recurring and one-time meetings.

Meeting Commitments

The Meeting Commitments section is designed to allow for simple task tracking and assignment. Team Leaders and Team Scribes may create and assign new Tasks for any Team Member. When creating a new task, by default, the due date is set for the meeting date. You may change the due date at any time. Tasks with due dates prior to the meeting will appear in the prior commitments area.

Meeting Notes

The meeting notes section is separated into three distinct sections Topics For Discussion, Staff Notes, and Scribe Notes. Team Leaders and Team Scribes have full access to all three notes sections. Team Members have access to the Staff Notes section only. This area is designed to allow free-form data entry for discussion in the current and future meetings.

= Closing Meetings/Re-Opening Meetings

When a meeting is over, all notes and tasks should be organized before closing the meeting. Once the meeting is closed, all notes will be closed out and a summary document attached to the meeting as well as an email sent to all participants. If needed, you may re-open a closed meeting to make necessary changes before closing the meeting out once more. When re-opening a meeting the attached summary will be removed and all closed notes will be reopened.