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Use this page to read a meeting’s page without changing anything. It is for company users who can access the meeting and for MSP staff. To edit, see Meeting Pages.

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Before you start

  • You need access to the meeting and its company. A visible control does not mean you may save a change.
  • The meeting page and the meeting dialog in the Calendar are different views. The page has the notes, agenda, action items and files.

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Open the meeting page

1

Find the meeting

Open List View or My Meetings.
2

Open its page

Click the … menu on the meeting row and choose Open Meeting Page.
3

Scroll through the cards

Read Meeting Details, Attendees, Meeting Notes, Meeting Agenda, Action Items and File Attachments.
If you see Meeting Not Found, check the company selector and ask your MSP to check the meeting and your access. It does not always mean the meeting was deleted.

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Read the details and attendees

  • The header shows the date and the start and end times in your MSP’s calendar time zone. Open the meeting in the Calendar for the end date of a multi-day meeting.
  • Meeting Details shows company, meeting type, status, location and Purpose / Agenda. When the page has no location, Location shows the company’s office. Check the invitation for the real venue. Purpose / Agenda shows the meeting notes when there is no separate description.
  • Attendees lists each person by name and email. It does not show who accepted or attended. MSPortal users are listed under Internal. Guests invited by email are listed under External, or No external attendees appears when there are none.

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Read the notes

1

Open Meeting Notes

Company users see Public Notes. MSP staff also see Private Notes, and QBR Log when the meeting has a company.
MSP meeting notes tabs showing Public Notes, Private Notes and QBR Log.
2

Read, and save only if you edited

Save Notes saves the tab you are on. It is needed only after you type. Notes do not save automatically, and leaving with unsaved text loses it.
The QBR log is an internal company record and is separate from public notes. On a technician visit, Save Draft and Submit Visit Notes replace Save Notes. Submitting also marks the visit Completed, so avoid it when you are only reading.

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Read the agenda and action items

1

Expand agenda items

In Meeting Agenda, click an item’s title row. See Read meeting agenda items.
2

Read Action Items

Each item shows its description, priority, due date, assignee and status. Completed items have a crossed-out description.
An action item’s status is separate from the meeting status and from any ticket or budget it mentions. A completed action does not mean a budget was approved or a ticket was resolved. The status list on an action item saves as soon as you change it, so leave it alone when you are only reading.

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Download files

1

Open File Attachments

Find the card at the bottom of the page.
2

Click Download

Click Download next to the file. It downloads that file only, not a PDF or CSV of the whole meeting.
Choosing or dropping a file in the upload area starts an upload at once. If the list is empty when you expect a file, ask your MSP to check the attachment and your access.

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What the header buttons do

Present, Wrap-Up, Send Summary and Edit Meeting Details open separate pages. You do not need them to read the workspace. Edit Meeting Details opens the meeting in the Calendar, where changes need the right access.

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Troubleshooting

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Frequently asked questions

No. The dialog and the page are separate views. Only the page has notes, agenda, action items and files.
No. The list shows identities only.
No. Click Save Notes on the tab you edited.
No. It saves the active tab only.
No. It saves as soon as you pick it, when you have access.
No. Read it on the page.