Meetings List (Admin)

Introduction

As an administrator in PerformYard, you'll have access to a list of all meetings created across your organization. Found inside of Company Info, this list of meetings gives you comprehensive visibility into all meetings created across their organization, which should enable you to identify collaboration patterns, track meeting frequency across departments, and ensure managers are engaging with their direct reports on a regular cadence. 

Please note: Administrators will not have access to the meetings themselves, meaning they won't be able to see the notes, agenda, and action items of a meeting seen on this page unless they have explicit access to the meeting workspace where the meeting was created.

To access the meetings tab and see all the created meetings across your organization, click the Company Info icon on the primary navigation. Next, select the Meetings tab.

This list of meetings includes the following 5 columns:

  • Meeting Name: The name of the created meeting.
  • Participants: Team members participating in the meeting who can also add notes, agenda items, and action items.
  • Meeting Workspace Name: The name of the meeting workspace the meeting was created in.
  • Meeting Date: The specific date and time that the meeting occurs.
  • Status: The current status of the meeting.

Filtering

Administrators can utilize filtering capabilities on the Meetings page inside of Company Info. These filtering options enable monitoring of employee engagement patterns and analysis of meeting activities across specific time periods. This not only helps identify team members who may need additional support but also provides valuable data to inform scheduling strategies.

You can filter the meetings table by the following options:

  • Participant: Find specific meetings that involve the chosen employee.
  • Meeting Date: Find specific meetings that took place between a chosen start and end date.