Help / guide 05

Meetings

Plan one-time or bounded recurring meetings with ordered agendas, explicit responses, shared decisions, and action items that can become linked tasks.

For

Members who coordinate meetings

  1. 01

    Set the meeting scope

    Choose a date, time, optional location, company-wide or targeted audience, and an ordered agenda with optional owners and time boxes.

  2. 02

    Ask for an explicit response

    Members choose yes, maybe, no, or no response; viewing a meeting never counts as attendance.

  3. 03

    Keep the execution record

    Authorized members can record shared notes and decisions, then turn an action item into one linked RelayBoard task.

Related guides

Calendar push-outNotifications and digests