Run a meeting
Run the meeting is the screen you use during the meeting. It steps through the open points one at a time so you can update each as it's discussed, without leaving the room to hunt through the register.
Required role: Project Manager or Collaborator.
Prerequisites: a draft meeting is open and the register has at least one open point.
The agenda first
The Agenda tab shows what there is to review before you start:
| Count | What it means |
|---|---|
| Open | Every non-terminal point |
| Due within 7 days | Coming up |
| Overdue | Past its due date |
| Blocking | Urgent and overdue |
| In progress | Being worked on |
| To verify | Waiting on a check |
Points are listed in the order the meeting will be run — grouped, urgent first, then by due date.
A draft's agenda is internal. Companies see it once the report is published.
Steps
- From the Agenda tab, select Run the meeting.
- Work through the points using Previous and Next. The header shows Point X of Y.
- For the point on screen, update whatever was decided:
- Change the Status.
- Move the Due date.
- Set Flags — Urgent, or Remind / Final reminder to increment the printed reminder badge.
- Add a comment: what was decided. It is added to the point's history.
- Select Save the changes.
Result: the batch is written and each point's history gains the matching entries. You'll see X points saved.
Changes are batched
Edits queue up as you move through the points rather than saving one at a time — the counter reads X points waiting to be saved, or Nothing waiting when the queue is empty.
The batch has a cap. When you reach it you'll see The batch is full — save before making more changes. Save and carry on.
If a point can't be saved you'll see X points not saved, with the reason per point — for example This point could not be updated. It may have been closed, or it may no longer be visible to you.
What changed since last time
The register shows a running diff against the previous meeting — Since meeting 12: 3 new, 2 closed, 1 reopened, 4 due dates moved, 2 reminded — or nothing changed. On the first report it reads First report — the whole register:.
This is the paragraph most readers of a compte rendu look for first, and you don't have to write it.