Updating a Meeting

Introduction

Once a meeting is created in PerformYard, you can easily update both its details and status. You can modify core meeting information like the name, date, time, and description, as well as change the meeting's status to reflect its current state (Active, Completed, Canceled, or Archived).

Editing a Meeting

To edit a meeting, click the Options button next to Meeting Details and then click Edit Meeting.

This will open a popup where you can update the meeting’s details.

When you're happy with your changes, click Save Changes to update a meeting’s details.

Changing a Meeting's Status

• Active: The default status for new meetings.
• Completed: Indicates that the meeting was conducted.
• Canceled: Indicates that the meeting was canceled. Canceling a meeting will set the notes, action items, and agenda items into a read-only state.
• Archived: Indicates that the meeting isn't actively in use but needs to be retained for future reference, compliance, or historical purposes. Archiving a meeting will set the notes, action items, and agenda items into a read-only state.

To change a meeting's status, click the  Options button next to Meeting Details. Please note, the options seen in the menu are based on the meeting's current status.

Click one of the available options under Edit Meeting. Once you select a status, a status chip will appear in the meeting header showing the current status. Note that meetings without a status chip are active.

To reopen a meeting (or set the status back to Active), simply click Options on a meeting that is no longer active and select Reopen Meeting.

You can filter meetings by status using the Meeting Filters button at the top of the page.