Creating a Meeting Workspace

Introduction

Meeting Workspaces provide employees and managers a customizable, intuitive space to stay on track, collaborate seamlessly, and keep things organized. 

On the Meeting Workspaces page, each employee has a green + Create Meeting Workspace button at the top to create a meeting workspace.

Items to include when creating a meeting workspace:

• Meeting Workspace Name: The name you'd like to use for your meeting workspace.
• Participant: The individual(s) you’d like to grant access to the meeting workspace. The selected participant(s) will be able to view and create the meetings within the meeting workspace, take notes, add action items, and create agenda items for each meeting. If you are a PerformYard Premium account, you'll be able to include up to 10 participants (including yourself) in a single meeting workspace, making it easy to collaborate across larger teams.

Click the Create Workspace button to create your meeting workspace. Once the meeting workspace is created, it should appear in the table located on the page.