When setting up or editing a meeting, you’ll see several additional configuration options. These settings help you tailor how your meeting behaves, how information is shared, and how updates flow across your team.
Below are the most frequently asked questions about these features.
1. Include discussions in user-based tabs
What does this do?
This setting makes Discussion items appear within each user’s personal tab during the meeting - rather than in a separate tab in the meeting flow/ agenda. When enabled, participants will see the Discussion items they created or are responsible for directly alongside their other updates.
Note: This option only applies when the meeting’s Layout Type is set to User-Based.
Use it when:
You want each person to review and speak to the Discussions they own
You run meetings where users present updates individually
2. What is the Single Meeting Email?
During meetings, it’s common to create several Actions or Discussion items (Opportunities, Challenges, or General Discussions) for a single person. After the meeting ends, Workfacta sends a summary of these items as part of the meeting minutes - but you can choose how you want those notifications delivered.
Select Single Meeting Email (recommended) to receive one consolidated email containing all items created during the meeting. Alternatively, to receive one notification per single item, unselect this option.
3. Allow ad-hoc meetings?
What does this do?
This allows you to start instant, unscheduled meetings using the existing agenda structure - useful when something needs attention before the next formal meeting.
Set up meetings to allow ad-hoc meetings when:
Urgent issues often arise that require unscheduled meetings
You prefer the flexibility of having ad-hoc meetings
Teams work in fast-moving or operational environments
4. Send Weekly Update Reports
What does this do?
Automatically sends a weekly summary of meeting-related updates (Actions, Numbers, and Discussions) to participants. This keeps everyone aligned between meetings.
Use it when:
You want consistent accountability
Your team benefits from weekly check-ins
You want less follow-up and manual reporting
5. Include charts in minutes?
What does this do?
If enabled, visual charts for KPIs (Numbers) will appear in the meeting minutes. This makes performance easier to understand at a glance.
Use it when:
You review KPI trends in meetings
Stakeholders need visual context
You want clearer insight for data-driven decisions