Meeting Page Sections
Meeting Details
The left panel displays core meeting information:- Company - The client company associated with this meeting
- Meeting Type - QBR, Strategy Session, Check-in, etc.
- Status - Scheduled, In Progress, Completed, or Cancelled
- Location - Physical address or video conferencing link
- Purpose/Agenda - High-level description of what the meeting covers
Attendees
The attendees section shows everyone invited to the meeting:- View the list of participants with their contact information
- Add or remove attendees as needed
- See who has confirmed attendance
- Access attendee email addresses for quick communication
Meeting Notes
A rich text editor for capturing meeting notes:- Format text with bold, italic, lists, and headings
- Add notes before, during, or after the meeting
- Notes are automatically saved
- Perfect for capturing action items and key discussion points
Building an Agenda
The agenda is the heart of your meeting preparation. Click Add Item to add content from across MSPortal to your meeting agenda.
Available Agenda Item Types
| Item Type | Description |
|---|---|
| Budget | Add budget items to discuss financial planning with clients |
| Planner Item | Include tasks and projects from the Planner module |
| Report | Embed reports showing metrics, compliance status, or other data |
| Ticket | Reference support tickets for discussion |
| Compliance Check | Show compliance status and security findings |
| Goal | Display company goals and progress tracking |
| Text Block | Add custom text sections for talking points |
| Divider | Organize sections with visual separators |
Adding Items to the Agenda
- Click the Add Item button
- Select the item type you want to add
- Choose the specific item (e.g., which budget, which planner task)
- The item is added to your agenda
Organizing the Agenda
- Drag and drop items to reorder them
- Use Dividers to create logical sections
- Add Text Blocks for transitions or discussion prompts
- Remove items by clicking the delete icon
Meeting Actions
The meeting page header provides quick actions:| Button | Action |
|---|---|
| Present | Launch presentation mode to walk through the agenda |
| Send Summary | Generate and send an AI-powered meeting summary |
| Edit | Modify meeting details |
| Delete | Remove the meeting |
Best Practices
Prepare agendas in advance
Prepare agendas in advance
Build your agenda at least a day before the meeting. This gives you time to review the content and ensure all data is accurate.
Use relevant data
Use relevant data
Include items that are meaningful to the client. For QBRs, focus on compliance status, completed projects, and upcoming initiatives.
Keep notes during the meeting
Keep notes during the meeting
Use the Meeting Notes section to capture key points, decisions, and action items as they come up.
Structure with dividers
Structure with dividers
Use dividers and text blocks to create a clear flow. Common sections include: Review, Current Status, Upcoming Work, Q&A.