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Meetings & Events

How to Create a Regular Meeting

This article will show you how-to create a regular meeting to the portal.

Updated 6 days ago

1. Getting Started  

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From the menu on the left, click the "Meetings & Events" tab. Click the blue "+" icon in the bottom right corner of the screen. 
Note: You must have admin privileges to add meetings & events. 

2. Creating the Regular Meeting - Add new screen

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-Select the "Type" of meeting that you want to add: "Regular Meeting".
-Create the meeting "Name". This is a required field. 
-Click the down arrow to select the "Location".  If the location needed is not shown, create a new location by clicking the "+" icon to the right. Make sure to click the "Save" button at the bottom of the screen - you might need to scroll down to see it. 

Note: You can select "Physical location" or "Online" for the Type. If the meeting is a hybrid meeting and attendees have an option to attend either in-person or online, we recommend choosing "physical location" and then adding in online details, such as the url for the meeting in the "Notes" section. Click the "Save" button to return to the "Add Meeting" page. 

3. Add new screen (continued) - Date & Time / Recurring / Description / Etc.

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-Choose the “Date”.  Click the "Calendar" and select.
-Choose “Start time”.  Click the "Clock" and select.
-Choose “End time”. Click the "Clock" and select.

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-Select "Set up recurring meetings" if needed. Select the "Occurrence type" from the drop-down menu; the options are "Every week" or "Every 2 weeks". Then indicate the frequency of the recurring meeting by selecting the number of meetings.

4. Add New Screen (continued) - Description / Contact

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-Add "Description".
-Select “Who to contact with questions" from drop-down menu.
-Click “Add".

 

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