Create a meeting

Create the meeting

• Go to the Meeting Manager.

• Select the 'Plus' icon to create a new meeting.

The meeting types available will be configured for your Grant Toolbox instance.

• Select the meeting type.
• Enter the meeting date.
• Add any documents (such as an agenda or any others that may be required). The participants can view these before the meeting.

Add participants

• Go to the Participants tab to add users who can view the Meeting. 
• Select the relevant user role and add the contact.

Save the Meeting