Meetings

The Meeting tab provides a read-only view of all meetings across your committees. It’s designed for users who need to stay informed about meeting outcomes, agendas, and decisions without requiring editing access.

Who Uses This Tab

The Meeting tab is available to all users, including those with Reader access. It’s particularly useful for:

• Readers who need to follow committee activities but don’t participate in meeting preparation
• Contributors and Owners who want a quick read-only overview without accidentally editing anything

Note

If you have Reader access to a committee, you’ll see a banner indicating that the Prepare tab is restricted to Owners and Contributors. The Meeting tab is your primary way to view meeting information.

What You Can See

The Meeting tab displays the same meeting information as the Prepare tab, but in a view-only format:

• Meeting schedule — Dates, times, and locations
• Agendas — Discussion items and time allocations
• Attendee lists — Who is invited and their RSVP status
• Meeting notes — Notes captured during the meeting
• Decisions — Formal decisions recorded
• Actions — Tasks created during the meeting

Meeting Views

Meetings can be displayed in two formats:

• Timeline view — A horizontal visual timeline showing meetings as cards in chronological order, with a today indicator and color-coded statuses
• Table view — A sortable table with columns for date, status, and title

Relationship to Other Modules

The Meeting tab in Act shows the same meetings managed through the Organize module. The key difference is perspective:

• Organize focuses on individual committee meeting management
• Decide > Meeting aggregates meetings across all your committees in one place

Tip

Use the Meeting tab for a broad overview of all your committee meetings. When you need to work on a specific committee’s meetings in detail, navigate to that committee in the Organize module.

Next Steps

• Prepare — Meeting preparation workspace (Owners & Contributors)
• Kanban — Track actions created during meetings
• Managing Meetings — Full meeting lifecycle documentation