Add Issues to Issues List for Upcoming Meeting
There are two ways to add Issues for an upcoming meeting.
- From anywhere in EOS One, click the "Add Issue" button.
- Enter the:
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- Title
- Owner
- Meeting
- Notes (if any)
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- Click “Add Issue.”
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- If you have multiple Issues to add, click “Add & Create New” and the dialog box will stay open.
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- Navigate to the Meeting for which you would like to add an Issue. Then scroll down to the IDS section and click “Add Issue.”
- Enter the
- Title
- Owner
- Meeting
- Notes (if any)
- Click “Add Issue.”
- If you have multiple Issues to add, click “Add & Create New” and the dialog box will stay open.
Add Issues to Issues List While Running a Meeting
There are two ways Issues can be added while running a meeting.
- You can add a new Issue anytime by clicking “Add Issue” at the top of your screen during a meeting.
- Enter the:
- Title
- Owner
- Notes (if any)
- Click “Add Issue” and your Issue will be created.
- If you have multiple Issues to add, click “Add & Create New.”
- 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.
Edit Issues
Find the Issue you would like to edit either from the Dashboard or the IDS section of the associated meeting for that Issue.
- Click the vertical ellipsis to the far right of the Issue and click “Edit.”
- A dialog box will appear, in which you can edit the:
- Title
- Owner
- Notes
- Click “Save Changes.”