- Open the Meeting
- View the Invite Details
- Start the Meeting Timer
- Take Attendance
- Take Meeting Notes
- Create Action Items
- Create Decisions
- Edit Agenda Items
- Add Items to the Parking Lot
- Multiple Note Takers
- After the Meeting
- If you use Outlook, a meeting reminder notification will appear within 5 minutes of the meeting. Click on the "Take Notes" button to open the meeting page.
- Open the meeting in Outlook and click on the "Go to Meeting Space" button on the right side of the Less Meeting plugin. Note: This button will only appear when the meeting has successfully synchronized with Less Meeting (which may take a minute or two after the meeting is initially created).
- Login to the Less Meeting website and a link to the meeting will be shown on the dashboard (if the meeting is today). If the meeting isn't scheduled for that day click the Meetings link at the top, which will show all of the upcoming and past meetings as well. For more information about the Meetings page, click here.
For example, web conference links are typically available here.
After starting the meeting the bar at the bottom of the screen helps you keep track of time by showing the current time and how much time is left in the meeting. There is also a tracking bar to show the progress of the meeting.
Note: if you start typing meeting notes without clicking the Start Meeting button, Less Meeting will prompt you to start the meeting.
This list contains all of the individuals invited to the meeting. The icons next to each person’s name indicate whether they accepted or declined the meeting invitation. People who have accepted the meeting will have a icon next to their name while people who have declined will have a icon. For recurring meetings, each person’s historical meeting attendance will also be displayed.
There is a textbox that also allows you to add people to the meeting if they were not on the original invite list.
To create a sub-note so that it is nested under the previous note press the Tab key before, during, or after typing in the note and then press Enter to save. Pressing Shift-Tab will outdent the note.
When you hover the mouse over an existing meeting note, icons appear that change the way the note appears or is structured.
To indent or outdent an existing note, hover and click the and icons.
To add a sub-note to an existing note hover over the parent note and click the icon. This will move the note textbox below the parent note and you can continue adding notes from that point in the structure.
To delete a note and all of the sub-notes under it, hover and click the icon.
To create a sub-agenda item out of an existing meeting note, hover and click the icon. To change a sub-agenda item into a regular note, hover and click the icon.
When you first start to drag a note, two buttons will appear next to any existing notes:
- Dropping your dragged note on the Move Before button will move your selected note prior to that one
- Dropping your dragged note on the As Sub-Note button will nest your selected note below that one
To add an action item within the agenda section either click the "@ Action Item" button on the bottom of the note textbox or type the character @. Start typing in the person’s name who you are assigning the action item to and LessMeeting will auto-complete the name. Press Enter to save the person’s name, then type the action text that you are assigning to that person (i.e. “Talk to finance team about project budget for next year.” Finally, set the date by which the action item is due and save the note.
Action items can also be assigned to multiple people by typing the @ symbol before each person’s name. For example, to assign an action item to Joe and Pete type “@Joe @Pete Follow-up about budget results.”
Action items can also be assigned at the bottom of the meeting page. This is useful when creating follow-up items for the next meeting outside the context of the agenda items.
Action items will show up in the daily digest email if you have it turned on. When action items owed to you are completed, a section in the daily digest will show the task marked as completed.
Items can be edited by clicking once on the text, or can be removed from the parking lot by hovering over them and clicking the icon.
Note: If you add a parking lot item to a recurring meeting, the next time you meet you'll be prompted to add that parking lot item to your agenda.
You can choose to email the meeting minutes and pick who to email them to, whether it's just yourself, everyone in the meeting, or a custom list you want to create. You also have the option of adding a custom message to the email by clicking the Add a Message link.
When you are done press the Close & Send Minutes button.
Alternatively if you would like to make changes to the meeting notes and send the meeting minutes later you can click the Close Meeting button. After the meeting is closed you can still add/modify notes, change the attendance, and modify action items.
The MQS is an effective way to show how good your meeting was at best practices as well as identifying areas for improvement.
In addition to the Less Meeting website, the action items assigned to anyone registered with Less Meeting will synchronize with Outlook and Gmail/Google Apps tasks. When the action item is completed it can be checked off in Outlook or Gmail/Google Apps and it will automatically synchronize with the Less Meeting website.