Choose the findings and meeting
- Open Security > Compliance or Security > Vulnerabilities.
- Select same-company rows from the loaded results.
- Open the bulk-actions menu and choose Add to Meeting.
- Review Items to add and the company shown in the dialog.
- Use Select Meeting to choose an available upcoming meeting.
- Review the Current Agenda, then select Add to Agenda.
- Wait for success and verify the items in the meeting agenda.
If a meeting or finding is missing
The selector loads up to 50 upcoming meetings, ordered by start time, for the selected company. Past meetings and meetings from other companies are not offered by this picker. Ask the MSP or meeting organizer to check access, company assignment, and the meeting’s start time. Only source items shown in the dialog will be added. If the selection includes records from other pages, verify the item list rather than relying on the header’s selection count. Correct unmapped company records before linking them to a meeting. Recheck the selected meeting and company each time you open the dialog. After an error, inspect the actual agenda before retrying so you do not unintentionally add duplicates. A failed agenda preview is not proof that the meeting has no existing items.Company and MSP follow-up
Company users can ask their MSP to include the finding in a review meeting. For a new support request, use the Home AI Assistant and confirm the request when prompted. MSP staff can also create linked Planner work when the finding needs tracked action beyond the meeting.Frequently asked questions
Why can I not choose a past meeting?
Why can I not choose a past meeting?
This picker lists upcoming meetings only, up to 50 in the selected company scope.
Does Add to Meeting immediately save the findings?
Does Add to Meeting immediately save the findings?
It opens the dialog. Select a meeting and use Add to Agenda to save the entries.
Can I combine findings from different companies?
Can I combine findings from different companies?
Use one company at a time. Check both the source items and destination meeting before saving.
Does adding an agenda item notify support or fix the issue?
Does adding an agenda item notify support or fix the issue?
It adds a meeting agenda entry. It does not submit a support ticket or change the provider finding.