Edit / delete / clone a meeting

Click on the “Meetings” section in the sidebar of the homepage.

To edit, delete, or clone a meeting, follow these steps:

Edit

Click on either “Published” or “Unpublished” where your meeting is.

To edit a meeting, simply click on "See Agenda" on the meeting card of the meeting you wish to edit. This will give you access to all meeting details, which you can edit as needed. Changes are saved automatically, and you can continue to make changes even after the meeting is published. You can edit key details such as the location, title, name and time of the meeting, as well as adjust the agenda by adding or removing content.

Note: the “Edit” button not only allows you to edit but also provides options to download attached documents, print, generate a meeting bundle, or perform any actions available during the initial meeting creation.

Clone

To clone a meeting, locate the three dots icon next to the title of the meeting card you wish to duplicate on the Meetings page. Click on “Clone” in the list of actions.

Edit the title, start date and time for the cloned meeting. 

Optionally, select content to transfer from the original meeting such as documents, surveys or votes. Simply check the corresponding boxes. 

Click “Confirm” to create a duplicate with the specified changes.

You can always edit it again by following the same steps of “Edit a meeting.” 

Note: A cloned meeting will also clone the invited members of the original meeting. You may have a different list of members you want to invite than in the original meeting. In that case, all you need to do is notify your other members. Read more here.

NB: Members of a group can access all current meetings regardless of whether they have been invited or not.

Delete

Navigate back to the Meetings page. Hover over the meeting card you wish to delete until the list of actions is displayed. 

Click on the recycle bin symbol labeled “Delete”. 

A confirmation message will appear – check the box to send a cancellation to users if needed.

Then, click on “Confirm” to delete the meeting.

Note: Users previously notified of this meeting will receive a cancellation email automatically.