Meetings

How to set up meetings & agendas in GoalDriver.

Creating & configuring a new meeting
This guide will walk you through how to create a new, blank meeting and configure it. This includes: Setting up the meeting information (name, date/tim...
Wed, 20 Jan, 2021 at 2:29 PM
Viewing, editing & deleting a meeting
This guide will walk you through how to edit and view an existing meeting and how to delete meetings you don't want anymore. Viewing & editing a...
Tue, 19 Jan, 2021 at 3:35 PM
Follow-up meetings
You can create a follow-up meeting in GoalDriver with the click of a button, to easily carry over meeting information, topics, subtopics and actions. I...
Mon, 15 Mar, 2021 at 3:20 PM
Creating a meeting template
You can create agenda templates to quickly create meetings from. There are two ways to do this, this guide will walk you through these: Create a templa...
Wed, 20 Jan, 2021 at 2:06 PM
Creating a new meeting from a template
This guide will walk you through how to create a new meeting from a template. There are two ways to do this: Loading a new meeting from a template Loa...
Wed, 20 Jan, 2021 at 2:44 PM
Viewing, editing & removing templates
This guide will walk you through how to edit and view an existing template and how to delete templates you don't want anymore. Viewing & editing a...
Wed, 20 Jan, 2021 at 2:16 PM
Adding, editing & removing meeting & template content
This guide will walk you through how to add, edit and remove content from meetings and templates. This includes: Topics Subtopics Notes Decisions A...
Wed, 20 Jan, 2021 at 2:03 PM
Filtering meetings & templates
If you have a lot of meetings you can search and sort the module to make it easier to find your meeting records.  Searching meetings & templates ...
Wed, 20 Jan, 2021 at 2:18 PM