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).
Please note: Only the creator of the meeting can change its details.
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.
Please Note: If the meeting being updated was added to your calendar, changes to the name, start/end date and time, or description will automatically sync to your calendar event. Important: Calendar integration is one-way only. Changes made in PerformYard will update your calendar event, but changes made directly in your calendar will not update the PerformYard meeting.
Changing a Meeting's Status
- Active: The default status for new meetings.
- Completed: Indicates that the meeting was conducted.
- Canceled: Indicates the meeting was canceled. When you cancel a meeting:
- Notes, action items, and agenda items become read-only
- If the meeting is on your calendar, you'll see a confirmation popup asking if you want to remove the calendar event
- Archived: Indicates the meeting is no longer active but retained for reference, compliance, or historical purposes. When you archive a meeting, notes, action items, and agenda items become read-only.
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To reopen a meeting (or set the status back to Active), simply click Options on a meeting that is no longer active and select Reopen Meeting.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.
Adding Meeting to Calendar
If you have a linked calendar, you can add meetings to your calendar anytime using the options menu, even after the meeting was initially created without your calendar being linked.
To add a meeting to your calendar, simply click Add to Calendar.
Removing Meeting from your Calendar
You can remove calendar events from your calendar at any time through the options menu.
To remove a meeting from your calendar, simply click Remove from Calendar. You'll then see a confirmation pop up:
Removing a meeting from your calendar only deletes the calendar event, it doesn't affect the meeting in PerformYard. This breaks the sync connection between them, but you can re-add the meeting to your calendar at any time.