Meeting Pages

Each meeting in MSPortal has a dedicated page where you can manage all aspects of the meeting, from basic details to comprehensive agendas with data from across the platform.

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Meeting Page Sections

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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 - Draft, Scheduled, In Progress, Completed, or Cancelled
• Location - Physical address or video conferencing link
• Purpose/Agenda - High-level description of what the meeting covers

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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

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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

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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.

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Available Agenda Item Types

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Adding Items to the Agenda

1. Click the Add Item button
2. Select the item type you want to add
3. Choose the specific item (e.g., which budget, which planner task)
4. The item is added to your agenda

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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

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Meeting Actions

The meeting page header provides quick actions:

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Best Practices

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Next Steps