1. Meeting Management
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Read meeting progress, action workload, attendance outcomes and follow-up age.

Overview
Meeting Management · Overview

Meeting Management dashboard

This quarter

Meetings in view
6
Not started
3
In progress
3
Start date in 14 days
6

Projects by status

How far records got this quarter

StageReachedStep
Planned28
Active1243%
On hold217%
At risk150%

Projects by status

Sample counts per stage

0
-60Planned
-20Active
0On hold
-40At risk
-60Completed
Example screen with sample data

Questions to answer

Meeting progress

Which planned meetings are under way, blocked or done by project?

Agenda coverage List

Which project topics were Met and which were Missed?

Action ownership

Who owns incomplete work from each meeting, and when is it due?

Attendance review

Which submitted hours await a decision, and what was approved or rejected?

Follow-up age

Which open or triaged issues are oldest and who owns them?

Risk exposure

Which open risks carry the highest probability and impact?

More reports

Meeting status by project Grouped

Compare meetings marked not started, in progress, Blocked and Done within each project.

Open action workload Grouped

Group action items by assignee, meeting and current status.

Overdue action review List

Find incomplete actions whose due date has passed.

Attendance submission review List

Show entries still Submitted by team member, work date and project.

Attendance approval outcomes Grouped

Compare approved and rejected hours by project and team member.

Follow-up severity and age List

Review open and triaged follow-ups by severity and reported date.

Project meeting load Grouped

Compare meeting counts and action counts across projects.

Risk review List

Show open risks by owner, probability, impact and rating.

Set up Meeting Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started