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Audience: Company users with access to the meeting and MSP staff. Your MSP assigns meeting and company access; seeing a control does not grant permission to save a change.

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Open the meeting page

  1. Open Calendar List View or My Meetings.
  2. Find the meeting, open its … menu and choose Open Meeting Page.
  3. Check the meeting title and company on Meeting Details. A Calendar dialog and the full meeting page are separate views.
  4. Read Meeting Details, Attendees, Meeting Notes, Meeting Agenda, Action Items and File Attachments as available.
If the page cannot be found, check the selected Company scope and ask your MSP to verify the meeting and your access. A missing page is not proof that the meeting was deleted.

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Check the details and attendees

The workspace shows company, meeting type, status, location and Purpose / Agenda. The date line shows the start date and start/end times. Open the meeting dialog or check the invitation for the full end date of a multi-day meeting. The workspace displays times in your browser’s time zone; the main Calendar grid uses the MSP-configured calendar time zone. Confirm the meeting’s explicit time zone when comparing them. Location can fall back to a company-office label when the page has no location value. Confirm the invitation or ask the organizer before assuming that label is the actual venue. Purpose / Agenda can show the meeting notes when a separate description is absent. The attendee list shows participant names or email addresses. It does not show attendance confirmation or provide attendee add/remove controls. The Internal/External headings are not a reliable classification of every guest: verify the actual names and invitation roster, rather than treating No external attendees as proof that no guests were invited.

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Read Public Notes

Use Public Notes in Meeting Notes. MSP staff can also have a Private Notes tab and, for meetings linked to a company, a QBR Log tab. Company users use the public-notes view. The QBR log is an internal company record, separate from the meeting’s public notes.
MSP example. Company users use Public Notes; QBR Log also requires a meeting linked to a company. Notes are not automatically saved. If you have permission to write, Save Notes saves the currently selected public or private notes tab. Saving one tab does not save text edited in the other. Leaving with unsaved text can lose that work. Company users who need a correction should ask their MSP when saving is unavailable or rejected. Technician visits can show Save Draft and Submit Visit Notes instead. Submitting visit notes also marks the visit Completed; it is not a read-only acknowledgment. Avoid those controls when you are only reviewing the meeting.

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Read the agenda and follow-up actions

Scroll to Meeting Agenda and expand an item by its row title to inspect available detail. See Read meeting agenda items for linked records, visibility counts and provider differences. Action Items are meeting follow-ups. They can show a description, priority, assignee, due date, notes and status. Completed items are shown with a completion icon and crossed-out text. A missing assignee label does not identify who should do the work; ask the MSP if ownership is unclear. An action item’s status is separate from the meeting’s status and from any linked ticket, budget or Planner record. A completed meeting action does not prove that a budget was approved or a ticket resolved. Do not change a status selector merely to inspect its meaning: selecting a status can save immediately.

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Read shared files

When attachments are available, File Attachments lists filenames with a Download control. Select Download and check your browser’s downloads. This downloads an attachment, not a meeting-wide PDF or CSV export. Choosing a file or dropping one in Click to upload starts an upload; Save Notes is not required. Delete is also a separate file action. Company users should use only the file actions their MSP has authorized. If you expected a file and the section is empty, ask your MSP to check the attachment, access and loading state. A blank list alone does not establish that no attachment exists.

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Distinguish reading from management

Present, Wrap-Up and Send Summary lead to separate workflows. You do not need them to read the workspace. Wrap-Up is an MSP option when enabled for the meeting type. Opening a destination does not establish that a summary was sent or a wrap-up completed. The workspace’s Status selector saves the selected meeting status immediately when permitted; it does not wait for Save Notes. Agenda dragging, visibility controls and removal can also save changes independently. The current Edit Meeting Details header button does not open an editor in the verified workflow. To request a schedule or attendee change, use the meeting dialog from Calendar/List View when permitted, or ask your MSP. Company administrator status alone does not grant meeting administration.

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FAQs

Find it in List View or My Meetings, open its … menu and choose Open Meeting Page.
No. The dialog and full workspace are separate views. Open Meeting Page leads to the workspace with notes, agenda, action items and files.
Not necessarily. Check Company scope and ask your MSP to verify the meeting and your access.
No. This list shows participant identities, not attendance or acceptance confirmation.
That panel has no attendee add/remove controls. Use the meeting dialog when permitted or ask your MSP.
No. Verify the actual participant names and invitation roster; the panel’s Internal/External classification is not a reliable guest check.
The page can fall back to that label when it has no location value. Confirm the invitation or organizer before relying on it.
No. An authorized editor must use Save Notes for the currently selected public or private tab.
No. It saves only the active notes tab. Save each edited tab separately when permitted.
Purpose / Agenda can fall back to meeting notes when a separate description is absent.
No. It saves visit notes and marks the visit Completed. It is a management action.
No. Meeting action status is separate from the status or approval of other records.
No. Selecting a meeting status can save immediately when permitted.
No. Choosing or dropping a file starts the separate upload workflow.
The file Download control downloads that attachment, not a meeting-wide PDF or CSV.
That header button does not open an editor in the current verified workflow. Use the Calendar meeting dialog when permitted or ask your MSP.
No. Actions depend on the permissions assigned by the MSP and the meeting’s capabilities.
No. Read Meeting Agenda directly in the workspace. Those buttons lead to separate workflows.