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Using the Meeting Space

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In this lesson, you will learn to open a Meeting space, add notes, view student data, and action steps within a meeting.

Where to Start

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  1. Select the Meetings icon on the left sidebar
  2. Or the Meetings Scheduled option in the calendar tile. 
  3. Select the Meeting Space to access the Agenda & Summary, Students, Notes, and Action Items. 

Agenda Notes

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  1. The Agenda & Summary tab opens by default. 
  2. Select the carrot next to Agenda to view any existing Agenda items. Start taking meeting notes by clicking the "expand" arrow next to each Agenda Topic.
  3. Select Add Topic to create a new Agenda item. 
  4. Select New Note.

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  1. Enter text into the Note Body. There is a 500 character max.
  2. If the note should be visible to others and relates to one or multiple students, use the Attached Student(s) function.
  3. If the Note is Private, toggle on Private Note
  4. Select Add when the note is complete.

Linking a note to a student creates a comment on the Student Page.

Use the 3 dot icon to the right of a note to Edit or Delete it. 

Student Data

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  1.  During the meeting, attendees can click the Students tab in the left action menu to see individual student information for students who are added to the meeting space.
  2. Select a student name to view that student’s data.
  3. To the right of the student, a window will appear. Above the window are options for Interventions, Assessments, Incidents, Attendance, SmartFORMS, Comments, and Tags. Navigate the various data for the student by selecting a tab at the top of the page.

 Meeting Notes

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  1. To add meeting Notes not attached to a specific agenda item, select the Notes tab in the left action menu.
  2. To add a meeting Note, begin typing in the text box. Notes are limited to 500 characters.
  3. If the Note is Private, remember to check the Private box.
  4. Select Submit to add the comment.
  5. Meeting Notes can be replied to, edited, and deleted on this page by expanding the three-dot menu next to the note.

Action Items

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  1. To add Action Items within the meeting and assign tasks to individual students, click Action Items in the left action menu.
  2. Any existing Action Items are listed and can be viewed by Status. 
  3. To add an Action Item select + Add Action Item.

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  1. Type the Name of the action item.
  2. Add Assignees who are responsible for the action item.
  3. Assign a Due Date and Due Time if appropriate (optional).
  4. Select the Status: To Do, On Hold, Done, In Progress.
  5. Add a Description (this is not required). There is a max of 255 characters.
  6. Select Save to create the Action Item.
 

Next Steps

Now that you've learned how to use the meeting space, take a look at Viewing Action Items.

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