Meeting Hub For Connected Workflows
The Meeting Hub Add-On seamlessly connects meeting workflows across multiple industries and departments. It centralizes your meeting activity into one unified hub, empowering your team with consistent, structured collaboration.
Meeting List Management
Meetings can be created with detailed information, including the module they belong to, linked contacts, selected users, meeting type, location, and subject. You can also add descriptions to capture important details. The list page provides quick actions such as search, export, reset, reload, and add new meetings. Along with editing or deleting, you can also log meeting minutes directly from the list view.
- Add new meetings with subject, description, and location fields
- Link meetings with modules such as Accounting, CRM, HRM, and more
- Use search and export features to manage records easily
- Edit, delete, or log minutes directly from the meeting list
Meeting Minutes Tracking
Meeting minutes provide a full record of what happened during each meeting. You can log calls or SMS with selected users, including start and end times to auto-calculate duration. Status and priority can be assigned, along with notes, completion updates, and importance flags. Call and SMS actions are dynamic, allowing you to connect with participants directly from the system.
- Log calls or SMS with phone numbers auto-filled instantly
- Capture meeting start and end times with auto duration
- Assign priority levels and mark status as completed or busy
- Use call or send buttons to take instant communication actions
Detailed Minute Records
Each meeting minute includes a comprehensive details page with statistics and interaction tools. You can add a meeting description, upload attachments, write comments, and maintain notes. Attachments and comments can be deleted if no longer required. Notes allow better documentation, while tasks can be created with priority, date, time, and status to follow up on key actions after the meeting.
- Upload multiple images as attachments with download or delete options
- Add comments to discussions and remove them whenever required
- Create notes to store additional information about the meeting
- Assign tasks with deadlines and track completion status easily
Meeting Reports & Analytics
Meeting Hub provides insightful reporting to track meeting activities over time. Reports include date range filters, monthly statistics, and 30-day meeting trends. Data is presented in graphical charts to help visualize meeting counts and trends more effectively. This ensures that businesses can monitor team efficiency and client engagement with clear insights.
- Apply date filters to view meetings from specific periods
- Review monthly meeting statistics for overall performance tracking
- Analyze 30-day meeting trends with a detailed visual representation
- View charts and graphs for a better understanding of meeting data
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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Contact Us for Support :
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You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
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