The Meetings section of a trip is where you plan, track, and record the outcomes of meetings that are part of the engagement. Meetings are organized by status: Planned, Completed, and Cancelled.
Getting to Meetings
Open the trip and click Meetings in the trip navigation.
Adding a meeting
- Click + Add Meeting.
- Choose how to add the meeting:
- Manual — fill in the details yourself
- Import .ics — import from a calendar file
Manual entry
Fill in:
- Meeting Title (required)
- Purpose or Objective — what you want to achieve
- Date (required)
- Start Time and End Time (optional — end time must be after start time)
- Location or Video Link — address or meeting URL
- Attendees — comma-separated names
- Preparation Notes — agenda items, documents to bring, background context, questions to ask
Click Save Meeting.
Import from a calendar file (.ics)
- Select the Import .ics tab.
- Drop a calendar file onto the upload area or click to select one.
- Supported sources: Outlook, Google Calendar, Apple Calendar (.ics files).
- If the file contains multiple events, select the one you want to import.
- The form is pre-filled from the calendar event. Review and edit before saving.
Meeting detail page
Click any meeting title to open its detail page. The detail page is organized into five sections:
1. Preparation
Shows the meeting's purpose, objective, location, and attendees. Click Edit to update any of these.
2. Schedule
Shows the date, start time, end time, and calculated duration. Edit to change the schedule.
3. Execution
Shows the meeting status (Planned, Completed, Cancelled) and a Discussion Notes field. Use Discussion Notes to record what was actually discussed during the meeting.
4. Action Items
Lists action items linked to this meeting. Add new action items directly from the meeting detail page by typing in the input field and clicking Add (or pressing Enter). Click any action item to toggle it between Open and Done.
Action items added here are also visible on the trip's Action Items page and in the Follow-Up Centre.
5. Follow-Up
Set a Follow-Up Date and add follow-up notes. Meetings with a follow-up date appear in the Meeting F/U tab of the Follow-Up Centre.
Meeting statuses
- Planned — scheduled but not yet held
- Completed — the meeting took place
- Cancelled — the meeting was cancelled
Change the status on the meeting detail page while in Edit mode.
Duration display
If both a start time and end time are set, the calculated duration is shown (for example, "1h 30m"). This appears on the meeting detail page and in the meeting list.
Tips
- Add preparation notes before the meeting so you have your agenda and questions ready.
- After the meeting, update the status to Completed and add discussion notes while they are fresh.
- Add action items during or immediately after the meeting to capture commitments before they are forgotten.
- Set a follow-up date if you need to check in with attendees after the meeting.