Add attendees and record attendance

Add people from the project team

1. Open the meeting and click the Attendees tab.
2. Under the attendee list, find the people to add. Search by name, company or role, or tick a company's box to select everyone there.
3. Click Save attendees.

They're added as invited, with attendance Pending.

Only people in the project's directory can be added. If someone from outside your company needs to be on the attendance sheet, ask your project admin to add them to the project's directory first.

Record attendance

For each person:

1. Choose their Attendance: Pending, Present (in person), Present (virtual), Absent or Excused.
2. Optionally, choose what they're Here as, from the project's roles.
3. Click Save on their row.

The attendance list shows each person's name and email, company, role, whether they were invited, and their attendance.

Remove someone

1. Click Remove on their row.
2. Confirm with Remove.

They come off the attendance sheet, and can be added back.

Once a meeting has been moved to Minutes, people can't be removed. Their row says On the record. You can still correct how they attended.

Good to know

• A follow-up meeting starts with the same attendees, with attendance reset to Pending.
• The meeting's PDF lists everyone invited and anyone whose attendance has been recorded.
• The Attendance total on the meetings list shows the share of invitations that were attended, across minuted meetings.