Meeting Organization

Organize your meetings efficiently using folders, filters, search, and sorting options.

Meeting Folders

Organize meetings into folders for better structure:

• Create Folders: Organize meetings by project, team, client, or topic
• Nested Folders: Create subfolders for detailed organization
• Folder Hierarchy: Build a folder structure that matches your workflow
• Folder Navigation: Easily navigate between folders using the sidebar

Folder Structure

Build a logical folder structure:

1. Root Folders: Create top-level folders for major categories
   • Example: "Client Meetings", "Internal Meetings", "Training Sessions"
2. Subfolders: Create nested folders within root folders
   • Example: "Client Meetings" → "Q1 2024" → "Project Alpha"
3. Folder Organization: Use consistent naming conventions
4. Folder Permissions: Set folder-level permissions for team collaboration

Best practices:

• Keep folder names descriptive and concise
• Limit nesting depth to 3-4 levels for easy navigation
• Use folders consistently across your organization

Filtering Meetings

Filter meetings to find exactly what you need:

Filter Options

• Status Filter: Filter by scheduled, in-progress, completed, or cancelled
• Provider Filter: Filter by Zoom, Teams, Google Meet, or other providers
• Date Range: Filter by scheduled date (upcoming, past, custom range)
• Folder Filter: Show meetings in specific folders
• Permission Filter: Filter by your meetings, participated meetings, or all meetings
• Tag Filter: Filter by assigned tags or hashtags

Using Filters

1. Open the Meetings page
2. Use the filter bar at the top
3. Select filter criteria
4. Filters are applied immediately
5. Clear filters to reset the view

Multiple filters can be combined for precise results.

Search Functionality

Search for meetings using keywords:

• Global Search: Search across all meeting fields
• Title Search: Find meetings by title
• Description Search: Search within meeting descriptions
• Attendee Search: Find meetings by attendee name or email
• URL Search: Search by meeting URL or provider

Search Tips

• Use quotes for exact phrases: "Q4 Planning"
• Combine terms: sales AND client
• Use wildcards: meet* finds "meeting", "meetings", etc.
• Search is case-insensitive

Search results highlight matching terms and show context.

Sorting Options

Sort meetings to organize your view:

Available Sort Options

• Date (Newest First): Most recently created meetings first
• Date (Oldest First): Oldest meetings first
• Scheduled Date (Upcoming): Upcoming meetings first
• Scheduled Date (Past): Past meetings first
• Title (A-Z): Alphabetical by title
• Title (Z-A): Reverse alphabetical
• Status: Grouped by status
• Provider: Grouped by video conferencing provider

Changing Sort Order

1. Open the Meetings page
2. Click the sort dropdown in the toolbar
3. Select your preferred sort option
4. Sort order is saved for your session

Sorting works in combination with filters and search.

Best Practices

Meeting Organization

• Consistent Naming: Use consistent naming conventions for meeting titles
• Folder Structure: Create a logical folder hierarchy early
• Regular Cleanup: Periodically review and archive old meetings
• Tag Usage: Use tags for cross-folder organization

Calendar Sync

• Sync Frequency: Use daily sync for most use cases
• Manual Sync: Trigger manual sync before important meetings
• Calendar Permissions: Ensure calendar permissions are properly configured
• Multiple Calendars: Sync all relevant calendars for complete coverage

Meeting Details

• Complete Information: Fill in all meeting details for better organization
• Accurate Times: Ensure start and end times are correct
• Timezone Awareness: Always set the correct timezone
• Meeting URLs: Always include valid meeting URLs

Collaboration

• Sharing: Share meetings proactively with relevant team members
• Permissions: Use appropriate permission levels when sharing
• Communication: Use meeting descriptions to provide context

Next Steps

Now that you understand meeting management, explore these related features:

• Recording Management: Learn how to upload and manage recordings
• Calendar Integrations: Set up automatic calendar sync
• Team Collaboration: Share meetings and collaborate with your team
• AI Features: Explore AI summaries and insights for your meetings

Need Help?

• Documentation: Browse our comprehensive documentation
• Support: Contact our support team for assistance
• Community: Join our community forum to connect with other users

Happy meeting management! 📅