More Technologies Ltd

This guide will walk you through how to add, edit and remove content from meetings and templates. This includes:

• Topics
• Subtopics
• Notes
• Decisions
• Actions

To see how to create a meeting, see the Creating & configuring your meeting guide. For meeting templates see Creating a meeting template.

Adding topics & subtopics

1. Once you've set up your meeting/template information, you can add topics and subtopics
   
   
2. Scroll down the page and click Add Topic
   
   
3. You must give your topic a title to be able to save it, but the presenter and duration are optional fields. Populate these fields and press Save
   
   
4. Now you've added a topic you can add a subtopic should you need one. To do this, click the Add subtopic button
   
   
   
   
5. Give your subtopic a name and click Save
   
   
6. You can add as many topics and subtopics as you need

TIP: Did you know you can expand and collapse the meeting information, meeting topics and topic panels by clicking the minus - on the right hand side? 

Adding notes, decisions and actions

1. Now you've built out your topics and subtopics, you can add notes, decisions and actions to your meeting or template. The process for adding these is the same in both topics and subtopics
   
   
2. Click the Add Note Decision or Action button
   
   
3. A pop-up text editor will appear where you can add content. You should select from the radio at the bottom of the pop-up whether you would like your text to be recorded as a note, decision or action. If you do not choose one, it will default to a note. You cannot change between the types once you have saved
   
   
   
   
   • Adding a note: Select Note from the radio and add any text you need into the text box. Press Save
     You can edit the content of your note at any time by hovering over it and clicking the edit icon
     
     
     
     
   • Adding a decision: Select Decision from the radio and add any text you need into the text box. Press Save
     You can edit the content of your decision at any time by hovering over it and clicking the edit icon (see above)
     
     
   • Adding an action: Select Action from the radio and add a short title of the action only. Press Save. 
     
     You can then click the Edit action info link
     
     
     
     A pop-up will appear where you can add information such as an owner, start date, due date, priority, status, description and you can also link it to a Project
     
     Once you have made the changes you need to the action click save

Rearranging topics, subtopics and content

You can rearrange topics, subtopics, notes, decisions and actions across the meeting or template. There are two ways to do this:

1. Hover over the item you wish to move so the action buttons on the right appear. Click the arrows to move the item up or down one level
   
   
   
   
2. Move your mouse over the section you wish to move until your mouse turns to the All Scroll icon. Click, drag and drop to move

Removing topics, subtopics and content

1. Hover over the topic, subtopic or content you wish to remove so the action buttons appear on the right
   
   
2. Press the delete icon
   
   
3. A pop-up box will appear asking you to confirm you want to delete the item, as deletions cannot be undone. Click OK
   
   
4. Your item is now removed