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Each meeting has its own page with its details, attendees, notes, agenda, action items and files. It is for MSP staff and for company users who can access the meeting. Your MSP sets what you can change.
Meeting page with the meeting title, Present, Send Summary and Edit Meeting Details buttons, Meeting Details, Attendees and Meeting Notes

Before you start

  • You need access to the meeting and its company.
  • Saving notes, changing the status, building the agenda and adding action items need Write access to Calendar or Meetings. Without it, the controls are read-only or rejected.
  • Wrap-Up and the Private Notes and QBR Log tabs are for MSP staff.

Open a meeting page

1

Find the meeting

Open List View or My Meetings under Calendar > Calendar Menu.
2

Open the page

Click the … menu at the end of the row and choose Open Meeting Page.
The header shows the title, date and time. Its buttons are Present, Wrap-Up (staff, when on for the meeting type), Send Summary and Edit Meeting Details. Edit Meeting Details opens the meeting in the Calendar so you can change its schedule, attendees and invitations.

Read the details and attendees

Meeting Details shows Company, Meeting Type, Status, Location and Purpose / Agenda. Attendees lists everyone on the meeting with their email. The panel only displays attendees. To add or remove people, use Edit Meeting Details. Change Status with the Status list: Scheduled, Confirmed, Completed, Canceled, Rescheduled or Pending Notes. It saves as soon as you pick it. Choosing Canceled asks you to confirm first.

Take meeting notes

1

Pick a notes tab

Under Meeting Notes, choose Public Notes. Staff also have Private Notes, which client users never see.
2

Write the notes

The editor supports formatting, lists and links.
3

Click Save Notes

Notes do not save automatically. Save Notes saves the tab you are on, so save each tab you edit. Saved! confirms it.
For an on-site tech visit, the card is Visit Notes and has Save Draft and Submit Visit Notes. Submitting marks the visit Completed.

Build the agenda

Click Add Item in Meeting Agenda, pick the items and click Add Selected. You can drag items to reorder them and hide any from the presentation. See Read meeting agenda items for every step.

Track action items

1

Click Add Action

The button is in the Action Items card.
2

Fill in the dialog

Enter a Description (required), a Priority and a Due Date, and optional Notes.
3

Click Add Action Item

The item appears in the list. Use the status list on each item to set Pending, In Progress, Completed or Cancelled. Use the pencil to edit and the trash can to delete.

Attach files

In File Attachments, click to upload or drop a file. The upload starts at once and does not need Save Notes.

Do more with the meeting

Troubleshooting

Frequently asked questions

No. Click Save Notes.
No. Status, agenda changes, action items and files each save on their own.
No. Send Summary is a separate step.
No. The agenda’s Quote item uses Quoter. The Quotes module supports Salesbuildr, QuoteWerks and Quoter.

Meeting Coach pilot

Meeting Coach is a private MSP staff feature in the US pilot. Administrators must first enable Meeting Coach for the pilot tenant and complete the capture setup. It is off by default; clients and EU tenants cannot enable recording.
  1. Open the meeting in Calendar and enable Teams meeting.
  2. Enable Record and coach this meeting directly below Teams.
  3. Confirm that participants have been informed and the required permission to record and transcribe has been obtained, then save the meeting.
  4. Publish the calendar invitation through the existing Save & send workflow. Capture waits for the generated Teams link and follows schedule changes.
  5. Open Meeting coach from the meeting page for the live transcript and private guidance. The company comes from the meeting record.
Each choice applies to one occurrence. For a series-level edit it covers only the first occurrence; enable later occurrences separately. To cancel capture, turn the same switch off and save, or use Stop capture in the coach. Connecting a calendar alone never opts meetings into recording.
Record and coach this meeting below the Teams switch, with recording consent

Calendar controls shown with synthetic data.

Recall recovery data is kept for seven days. Saved transcripts remain attached to the MSPortal meeting. When capture has finished, Use in wrap-up copies the transcript into the existing review workflow; it does not automatically publish notes or approve client work.