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Filtering & ParticipantsMeeting Details Page
Click on any meeting to open its detail view, which provides comprehensive information and management options.
Header Section
The meeting header includes:
- Meeting title (click to edit)
- Status badge
- A Private / Published button that opens the Access Control modal (see Access Control)
- An actions menu (...) containing Edit Meeting, Workflows, Send Meeting Notes (for completed meetings with a summary or transcript), and Cancel Meeting
Meeting Information
View and manage essential meeting details:
- Date and time with timezone
- Duration
- Recurrence pattern (for recurring meetings)
- Participants list
Agenda
The meeting agenda/description displayed as rich text. Click to edit if you have permission.
Decisions
Track important decisions made during the meeting:
| Field | Description |
|---|---|
| Description | What was decided |
| Assigned Owner | Who is responsible |
| Due Date | When it needs to be implemented |
| Priority Level | Importance of the decision |
| Status | Open, Approved, Rejected, or Implemented |
Action Items
Track follow-up tasks from the meeting:
| Field | Description |
|---|---|
| Task Description | What needs to be done |
| Assigned Owner | Who should complete it |
| Due Date | When it's due |
| Priority Level | Task urgency |
| Status | Pending, In Progress, or Completed |
Related Records
Link meetings to related items:
- Issues
- Meetings
- Documents
- Database entries
Linked milestone steps are managed in a separate section.
Recording & Transcript
If recording was enabled, view:
- Meeting recording playback
- Full transcript with speaker labels
- AI-generated analysis