Questions, answered

Click Get started, then use Proto to configure Meeting Management for your business. Pilot one active project, its next meeting, an assigned action, a submitted attendance entry and a raised follow-up.

Yes. Each meeting belongs to a project and can record its organizer, start and end dates, planned hours and current status.

An owner can mark a project agenda topic Met or Missed. Create an action item against the meeting for work that needs an assignee and due date.

My Action Items shows work by assignee. The Task Board by Status groups action items from Backlog through Done.

A team member submits an entry with a work date, project and positive hours. Setting it to Submitted triggers the approval workflow, which checks positive hours and records a decision and operation receipt. The Attendance Approver reviews the outcome.

The attempted operation receives a Failed result when hours are not positive or the entry is no longer Submitted. Review the entry and receipt before trying again.

An existing Open follow-up with severity moves to Triaged through the triage workflow. The operation receipt records the result.

Exception Triage brings overdue work, fixed issues awaiting verification and leading open risks into a queue with paths to their source records.

During setup, choose any calendar or conferencing service your team needs and agree how staff will handle invitations.

See the pricing page for the current platform policy and usage terms.