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Creating a Meeting

Who can do this

Any authenticated user with access to the project — including the Client role, not just Admin/Super Admin.

How to create a meeting

  1. Select New Meeting.
  2. Enter a Title.
  3. Choose a Type (Progress, Design, Commercial, Safety, Subcontractor, Other).
  4. Enter the Date and Location.
  5. Enter Attendees (comma-separated).
  6. Enter the Agenda and, if available, the Minutes and Action Items.
  7. Choose a Status (Draft, Issued, Approved).
  8. Save.

Adding a specific time

By default a meeting only records a date. If the meeting is scheduled for a specific time, tick Add a specific time to also set a Start time, End time, and the Timezone you're scheduling against.

The timezone you pick here is just what you're scheduling against — everyone who opens the meeting sees the start and end time converted into their own timezone automatically, so there's no confusion about what "2pm" means for a colleague working from a different region. If a viewer's own timezone differs from the one the meeting was scheduled in, that scheduling timezone is shown alongside the time as a reminder.

What happens after you save

The meeting appears in the project's Meetings list, showing its date (and time, if one was added). Opening it later shows a detail view with attendees as individual pills and any recorded action items.