Meeting instances can be created from the Home tab.
To create a meeting:
-
Click New Meeting. The New Meeting window is displayed:
-
Specify the following:
New Meeting
Description
Meeting Type
Select the meeting type from the drop-down list.
Note:If default values have been configured for the selected meeting type, those values are displayed in the fields. You can modify the values as needed.
Name
Type a name for the meeting.
Location
Type the location of the meeting.
Organizer
Type the name of the meeting's organizer.
Date and Time
Select a date for the meeting from the calendar drop-down list.
Select a time for the meeting from the time drop-down list, or manually specify an hour, minute, and AM/PM value.
Next Meeting Type
Select the meeting type for the next meeting from the drop-down list. This field defaults to the value selected in the Meeting Type drop-down, but you can change it if needed. The meeting type you selected is placed in the agenda document in order to notify constituents of the next meeting type.
Note:If a user does not have View rights for specific meetings, those meetings do not display in the Next Meeting Type drop-down list. If a meeting type is deleted, it is removed from any agenda documents and "Meeting type not found" displays.
-
Do one of the following:
-
If you will be creating a recurring meeting, proceed to step 4.
-
If you will not be creating a recurring meeting, click Save.
-
- Select Make recurring to create a recurring meeting.
-
In Occurrence Pattern, specify the following:
Occurrence Pattern
Description
Daily
The meeting will occur daily.
Select from the following:
-
Recur every [number of days] day(s)- The meeting will occur every specified number of days.
-
Every weekday- The meeting will occur every weekday.
Weekly
The meeting will occur weekly.
Specify how often the meeting will occur in the Recur every [number of weeks] week(s) on field. Select which day(s) of the week the meeting should occur on.
Monthly
The meeting will occur monthly.
Specify how often the meeting will occur in the Recur every [number of months] month(s) on field.
Select from the following:
-
Day- Specify the specific day of the month.
-
The [instance of day] [day of the week]- Specify a specific instance of a day of the month. For example, the first Wednesday.
Yearly
The meeting will occur yearly.
Specify how often the meeting will occur in the Recur every [number of years] year(s) on field.
Select from the following:
-
On [month] [date]- Specify the month and specific day of the month. For example, July 20.
-
On the [instance of day] [day of the week] of [Month]- Specify a specific instance of a day in a month. For example, the first Wednesday of July.
-
-
In Range of Occurrences, specify the following:
Range of Occurrences
Description
Number of Occurrences
Select to specify the number of times the meeting will occur. Specify the number of times the meeting will occur in the corresponding field.
Date Range
Select to specify a specific range of dates for the meetings to occur. Select a Start Date and End Date.
- Click Save.
After creating a meeting, the meeting displays in the Meeting List pane, which is available from the Meeting Search tab on the Dashboard. Once a meeting has been created, it can be filled with agenda items and supporting documentation.