When you created your Workfacta account for the first time, you're set to have regular Management team meetings on Mondays at 9 am by default.
If you need to create your meetings for additional teams, watch this short video, or follow the steps below.
Meetings are usually created as part of the Team setup by selecting the “Save and Add Meeting” button in the Team setup dialog.
To create a meeting,
Go to Setup > Teams, and click on the blue edit icon, you will be able to select the option to add a meeting.
You’ll need to give the meeting a name and then set the schedule.
If you’re having your meeting every week, you’ll just need to select the start and end time and the preferred day for the meeting. But you can set up a different schedule for your meeting if that works better for your team.
After that, you can invite some team members to the meeting, and select a Convenor and a Documentor.
To change the schedule for the Management team meeting,
Find the Management team in Setup > Teams, first click on the arrow to show the current meeting schedule, and click on the blue edit icon.
That’s all you need to do to create a meeting, so save it and you’re done!
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