Add Issues to Issues List while Running a Meeting

There are two ways Issues can be added for an upcoming meeting.

1. You can add a new Issue anytime by clicking “Add Issue” at the top of your screen during a meeting.​
   
   
   • Enter the:
     1. Title
     2. Owner
     3. Notes (if any)
   • Click “Add Issue” and your Issue will be created.
   • If you have multiple Issues to add, click “Add & Create New.”
     
     
2. Click the down-arrow IDS icon next to any meeting item (Rock or Headline, for example). This will create an Issue for that item with the exact name of the item. If you want to make any adjustments to the title or add any notes, click the “Edit” button that appears in the bottom-left corner with the confirmation message.
   
   • NOTE: A Note will automatically be created for any Issue added this way, indicating which meeting item it was added from and at what date and time the Issue was created.

Adding Headlines During a Meeting

1. You can add a new Headline anytime by clicking “Add Headline” at the top of your screen during a meeting. ​
   
   
    
2. Enter the:
   • Title
   • Owner
   • Notes (if any)
     
     
3. Click “Add Headline” and your Headlines will be created.
   • If you have multiple Headlines to add, click "Add & Create New."

Adding To-Dos During a Meeting

1. You can add a new Meeting To-Do anytime by clicking “Add To-Do” at the top of your screen.
   
   
    
2. You can also add a To-Do from any meeting item as you proceed through the meeting by clicking the vertical ellipsis next to “IDS” and clicking “Add a To-Do.”
   • This will automatically generate a Note indicating which meeting item the To-Do was generated from.​
     
     
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3. Enter the:
   • Title
   • Due Date
   • Owner
   • Notes
     
     
4. Click “Add To-Do” and your To-Do will be created.
   • If you have multiple To-Dos to add, click "Add & Create New."