The 5 steps of a meeting

Prepare your meetings in teams, take minutes in real time and track the tasks assigned from one meeting to the next. WEDO will guide us through 5 steps: before, during and after the meeting.

Before the meeting

Step 1 - Meeting In preparation

The first step allows you to prepare your meeting.

• In a few clicks, add your meeting and set the title, attendees, date, start and end times as well as the frequency and location.

• Then, create your agenda by adding the topics that will be discussed in the meeting.

• Define the presenters for each topic.

• Document the agenda by attaching the necessary files and add your private notes if necessary.

• Import the tasks to be treated in the meeting.

• Manage the access rights to the meeting.

💡 You can prepare the agenda in teams with the multiple editing mode.

💡 Navigate from one topic to another from the table of contents

Step 2 - Validated Agenda

• When each attendee has prepared his or her meeting, you can move on to step 2: validated agenda.

• Send an Email to attendees to notify them when the agenda is ready.

💡 Each attendee can then come and consult the agenda in real time according to their access rights.

During the meeting

Step 3 - Meeting Ongoing

• On the day of the meeting, go to Step 3 - Ongoing.

• At the beginning of the meeting, manage the attendees from the attendee list.

• Write the meeting minutes by adding content blocks.

• Navigate from one topic to the next using the table of contents or the arrows at the bottom of each topic.

• To advance your agenda, rule on each topic during the meeting. Choose whether the topic is Addressed, To Be Reviewed, or To Be Postponed.

💡 When you rule on a topic, the next topic is automatically displayed on the screen to continue writing the meeting minutes.

After the meeting

Step 4 - Meeting minutes In review

• At the end of the meeting, click on Step 4 - Review.

• Review your meeting minutes and make any necessary corrections.

• Email attendees to let them know when the meeting minutes are available for review.

• Export the meeting minutes as a PDF if you need to print them.

Step 5 - Locked Meeting

• If this was not done during the meeting, WEDO prompts you to rule on the topics before locking - you can choose to mark them as All addressed or Revisit all at the next meeting.

• Lock the meeting when the meeting minutes have been reviewed and approved.

💡 Lock the meeting so that the meeting minutes cannot be changed.

Prepare for the next meeting