TABLE OF CONTENTS

I. View Upcoming / Past Meetings

II. RSVP

III. Meeting Detail


I. View Upcoming / Past Meetings

The very next meeting to attend is always displayed on the Home screen.

To view all upcoming and past meetings:

  1. Tap Meetings on the bottom menu

    1. Note: users with the role of Observer will not see the Docs option

  2. The Upcoming meetings are immediately displayed

    1. Tap Past to display past meetings (up to 15)

    2. Tap Upcoming to return to upcoming meetings (up to 15)

  3. Scroll through meetings lists by lightly pressing and moving your finger up and down on the device

  4. Tap on a meeting name to view the details

II. RSVP

In the mobile app, the RSVP is indicated on the upcoming / past meeting lists for an easy visual of what response you provided (or did not provide).

To understand RSVP at a glance:

  1. Tap Meetings from the bottom menu

  2. Next to each meeting date and time, there is a small symbol

    1. Grey circle with a "?" - no RSVP provided

    2. Green circle with a checkmark - RSVP is yes

    3. Red circle with an "x" - RSVP is no

    4. Orange circle with a "?" - RSVP is maybe

To RSVP or change an RSVP:

  1. Tap Meetings from the bottom menu

  2. Tap on the meeting name to view the meeting details

  3. Tap one of the RSVP options at the bottom of the screen

III. Meeting Detail

Meeting detail includes everything that would appear on the meeting page of the web / desktop app. There are 3 tabs below the Join Meeting button on the details page (tap each tab to view). The active tab is is underlined and has black font.

  • Details

    • Default display when a meeting is opened or tap Details to view

    • Access to majority of meeting details (refer to Details for more information)

  • Documents

    • Tap Documents

    • Access to all documents associated with the meeting (refer to Documents for more details)

  • Attendees

    • Tap Attendees

    • Lists all people invited to the meeting and their RSVPs

Details

The Details tab Includes the following:

  • Ability to join the meeting (tap Join Meeting)

  • Dial-in information

  • Agenda - view

    • Tap Agenda to view the full agenda along with any documents attached

    • Tap the document name within the agenda to view the document

      • documents will have a light blue background

    • Tap the back arrow at the top of the screen to go back to meeting details

  • Comments - view and add

    • Tap Comments to view

    • Comments will be listed in ascending date order

    • Tap in the box that says Discuss Something to add a new comment

      • The keyboard will pop-up; type the comment and tap Send

      • Comments cannot be deleted using the mobile app at this time

    • Tap the back arrow at the top of the screen to go back to meeting details

    • Note: documents will not be visible in the mobile app if attached to a comment

  • Polls - view and respond

    • Tap Polls to view all polls

      • The number displayed in parentheses represents the number of polls associated with selected meeting

      • Opening polls will display all polls (even those not associated with the selected meeting)

    • Incomplete polls will be displayed by default

      • Tap Complete to view completed polls

        • These are polls that you personally have completed

      • Tap Incomplete to view incomplete polls

        • These are polls that you have not yet responded to

        • Tap your vote on the appropriate option to vote on incomplete polls

    • Tap the back arrow at the top of the screen to go back to meeting details

    • Note: documents will not be visible in the mobile app if attached to a poll

  • Tasks - view and mark complete

    • Tap Tasks to view (the count noted next to tasks denotes the number of tasks associated with this meeting)

    • Incomplete tasks will be displayed by default (this includes all tasks assigned to you, not just those associated with this meeting)

      • Tap Complete to view completed tasks

        • These are tasks that you personally have completed

        • Tap the check box to remove the checkmark if the task was marked complete in error

      • Tap Incomplete to view incomplete tasks

        • These are tasks that you have not completed

        • Tap the check box to mark the task complete with a checkmark

    • Tap the back arrow at the top of the screen to go back to meeting details

  • RSVP (refer to RSVP for details)

Documents

To view documents from the Meetings menu:

  1. Tap Documents

  2. The meeting documents will be listed

    1. The icon to the left of the document name denotes how the document was uploaded.

    2. If the document is on Google Drive, OneDrive, or Dropbox, the user may be asked to log in to that product

    3. Tap a document name to open


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