In the next 3 minutes, you'll learn the basics to getting started with Meeteor.
Here's what we'll cover:
- Using workspaces to organize your meetings
- What you can do in a workspace
- Using Meeteor to have better meetings
- A few bonus tips
Everything in Meeteor is organized into workspaces so you can find all related meetings in one place. A workspace can be a team, project, workstream or department—however you organize your work.
You can create a new workspace or switch between workspaces in two ways:
- Use the workspace navigator dropdown menu.
Note that only workspace that you belong to will appear in this menu.
- Use the "+" button in the top navigator bar to create new workspace.
Click on the "+" button at the top and select 'Create Workspace' to create a new one.
Workspaces house meetings, tasks, documents, learnings and decisions that all relate to the workspace topic. You can navigate between a workspace's pages using the left-hand navigation menu. You can also use the workspace info page to manage the workspace.
On each page, you can create new and view previous content. Meeteor will automatically pull content from your meetings into their respective pages, so everything will be in one place.
For more information about workspaces, click here.
- Create a Meeting Agenda
Create a new meeting on the Meetings page of the appropriate workspace. Click the ? icon beside each section to learn about each topic on the agenda page.
- Add Meeting participants or guests
Meeteor makes it easy to invite people to join your meeting, so you can collaborate with your team, client or anyone, even before they become a Meeteor user. Select a participants' names from the dropdown menu if they already have an account. If you don't see the person you want to invite on the list, click "Can't find someone?" in the dropdown menu and type in first name, last name and email to add this person to the meeting. Click here to learn more about the differences between participants and guests.
- Send Meeting invitation
Click the "Send meeting invitation" on the top right corner of the Agenda tab to bring up the invitation confirmation. Double check the meeting date and time, confirm meeting participants and guests, and click 'Send Meeting Invitation' to share the agenda and calendar invite.
- Take Notes
Visit the Meetings page in the workspace for your upcoming meeting. Click on the meeting name and select the 'Take Notes' tab to capture Notes, Tasks, Decisions and Learnings to crystalize meeting outcomes.
- View and Send Summary
Click the 'View Summary' tab at any time during your meeting to view a snapshot of all the information captured as notes during the meeting. Click the ‘Send Summary’ button from the Take notes or View Summary pages to share the meeting summary by email with all the participants. Meeteor users and guests will both receive an email with all the information on the View Summary tab along with the meeting participant list, date and time.
- Follow through on the Meeting Outcomes
Use the left navigation to visit the Tasks page to follow through on your Tasks and address Backburner items. Visit the Decisions and Learning page to quickly find prior decisions and learnings without digging through old meeting notes or email.
- Use 'My Work' to plan your day and manage follow-through
Select 'My Work' from the workspace navigator to get a personal view of your Meetings, Tasks, Decisions, Learnings and Documents across workspaces.
- Create Meeteor meetings from the tools you already use-- Install Outlook Add-in or HipChat integration.
Click your name on the upper right corner and select ‘Settings’ from the menu. Follow this instructions to download and install Outlook add-in, and you can create a Meeteor meeting directly from your Outlook calendar.
If you're a HipChat user, click here to see how to install Meeteor integration to your existing HipChat rooms.
Now you're ready to start having meetings that move your forward!