Meetings in Workfacta help teams stay aligned, track progress and maintain a consistent execution rhythm. Setting up a meeting ensures your agenda, attendees, and accountability structure are organised and repeatable.
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.
Meetings are usually created as part of the Team setup by selecting the “Save and Add Meeting” button in the Team setup process.
If you need to customise the default meeting or create/ edit meetings for additional teams, follow the steps below.
Step 1 - Create a New Meeting
Click New Meeting from the left-hand menu.
Step 2 - Open Meeting Settings
If no meeting exists, click Setup Meeting.
If a default meeting exists, click Edit Meeting in the top-right corner.
Step 3 - Enter Meeting Details
Complete the meeting setup fields:
Meeting Name: What is this meeting called?
Timing: Select a start and end time.
Frequency: Choose whether this meeting repeats (weekly, fortnightly, monthly, etc.).
Invitees: Select the people who will attend.
Convenor: The person responsible for running the meeting.
Documentor: The person who records outcomes, actions and decisions.
Layout Type: Select how the agenda will be structured:
User-based (by person)
Department-based
Category-based
Other available formats
Step 4 - Save
Click Save to confirm your meeting settings.
Your meeting will now appear in the Meetings menu and invited participants will see it in their dashboards.
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