Meetings List (Admin)

Introduction

As a Billing administrator or 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. 

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.

Accessing an Individual Meeting

Admins can view individual meetings they don’t own or participate in by going to the Company Info > Meetings page. To open a meeting, click the meeting’s name in the table. You’ll be able to see the agenda items, action items, and shared notes from the meeting participants.

Please note: Private notes taken by meeting participants are not visible to admins and meeting content is view-only, meaning you cannot edit agendas, action items, or shared notes. Admins that are a participant of the meeting will be able to see their private notes.

Accessing Meeting Workspaces

To help ensure compliance with company communication policies and meeting guidelines, admins can view meetings in meeting workspaces they don't own or participate in. To access another meeting workspace, click on the meeting workspace name inside the table to go to its landing page. There you can view all meetings (created, conducted, canceled, etc.) and see each meeting's agenda items, action items, and shared notes from meeting participants.

Please note: Private notes taken by meeting participants are not visible to admins and meeting content is view-only, meaning you cannot edit agendas, action items, or shared notes unless the admin is a participant in the meeting workspace being viewed.

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 meetings that involve the chosen employee.
  • Meeting Date: Find meetings that took place between a chosen start and end date.
  • Status: Find meetings with the selected statuses.

Exporting Meetings to CSV

This page allows admins to export their company's meeting data to a CSV file. Click the Download CSV button above the table to export the currently displayed data, including any applied filters.

  • Meeting Name
  • Participants
  • Meeting Workspace Name
  • Meeting Start Date
  • Meeting Start Time (in your timezone)
  • Meeting End Date
  • Meeting End Time (in your timezone)
  • Meeting Status