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- Meeting Management
- Implementation and migration
How a Meeting Management rollout works
Pilot one project meeting through assigned work, attendance review and follow-up triage.
Choose the pilot project
Name the project manager, meeting organizer, attendance approver and delivery lead.
Prepare the records
Load organizations, team members and the project before importing meetings or assigned actions.
Run the meeting
Prepare pending agenda topics, hold the meeting and assign work with owners and due dates.
Rehearse guarded work
Submit positive hours to trigger approval and raise a follow-up with severity. Repeat with invalid hours and missing severity to inspect failed receipts.
Review the handoff
Compare project, owner and status across each saved list and its source record before opening the next project.
What the customer provides
- One active project, its organization and responsible team members.
- A forthcoming meeting, agenda topics and existing action commitments.
- The person accountable for approving hours and the policy for billable time.
- Current issues, severity conventions and who verifies fixes.
Changing it afterwards
Use Proto to prepare changes, then rehearse the pilot meeting and the guarded workflows again. Keep source identifiers and project references stable. Review permissions when a person changes role or leaves the team. Prepare the first cycle.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.