Meetings

Introduction to Meetings

• A quick introduction to Fluid Meetings
• How to run a meeting in Fluid
• How to create your first meeting
• The Meeting Dashboard
• Meeting roles and permissioning

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• Accessing your meetings
• Editing Meeting Details
• How to Create a New Meeting from a Meeting Template
• More on Meeting Templates
• Meeting Templates - Bulk Edit
• Archiving meetings
• Sending Meeting Agenda and Meeting Minutes via Email
• Glossary for Meetings
• How to Build a Meeting Minutes Template

Before a Meeting

• Preparing for your next meeting session
• Create, delete or cancel meeting sessions
• Editing the details of a session
• Meeting Items Drag & Drop

During a Meeting

• Capturing Meeting Content
• Enhancing Collaboration with Cross-Meeting Assignments in Fluid

After a Meeting

• Concluding your meeting session
• After the meeting: Managing your meeting action log and outputs
• Meeting Analytics

Outlook Meetings

• How to add Recurring Sessions to a Meeting Created from Outlook
• Create Meetings in Fluid from your Outlook Calendar
• How to Forward Meetings Created from Outlook to Fluid
• How to update the Time & Date of a Fluid Meeting via Outlook
• How to Cancel a Session in Fluid via Outlook

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• How to link Fluid Meetings to Outlook using Internet Calendars

FAQ

• How to Add Sessions to a Fluid Meeting
• How to delete a meeting series?
• How to delete a meeting session
• I have uploaded a reporting template to Fluid; why is it not available to use?
• How to send a calendar invite from a meeting session?