Create a meeting

Call a meeting with its date, time, chair and purpose, starting blank or from a template with a standing agenda.

Create the meeting

Open the project and choose Meetings in the sidebar.
Click New meeting in the top right.
Under Start from, choose Blank meeting, or one of the Workspace templates or Project templates. Each template shows its default type and how many agenda items it brings.
Fill in the details. Title, Date and Start are required.
Click Create meeting.

The meeting gets the next number on the project, starts as a Draft, and opens at its Agenda tab, ready for agenda items and attendees.

Field	What to enter
Title	The name people will recognize, e.g. "Weekly OAC Meeting No. 45". Required.
Type	The kind of meeting, e.g. Weekly Progress/OAC Meetings or Safety Briefings. Your company can change this list.
Date and Start	When it's held. Required. Start begins at 09:00.
Duration (minutes)	How long it runs. Starts at 60.
Location	Where it's held. Start typing to search the project's locations, or type a new one and choose Add "…" as a new location.
Chair	Who runs the meeting. Only people in the project's directory are listed.
Purpose	What the meeting is for, and anything that belongs to the meeting as a whole. You can use bold, italics, underline and lists.

A template gives the meeting its standing agenda:

A template never adds attendees, dates or times. Those belong to each meeting. See Set up meeting templates.

Agenda items and attendees are added after the meeting is created, on its Agenda and Attendees tabs.
If you don't see New meeting, you have Read access only.
To create the next meeting in a series, with the open items carried in, use Follow-Up Meeting on the last one instead. See Call a follow-up meeting.