Most of the meetings within the organization tend to be recurring in nature and it is essential to manage repeatable agenda, track real time information, assign action items and carry over open items from one meeting to next. OKRify meeting provides the ability to manage recurring meetings right in Salesforce CRM.
Recurring meetings can be created in OKRify by enabling the repeat flag when creating a meeting, once repeat is enabled the following fields will be available for selection in a meeting
- Meeting occurrence – Weekly, Bi-Weekly and Monthly options are available now.
In recurring meetings, automatically transfer open items and associated comments to the next session upon completion. Based on your selections during the meeting, relevant items will seamlessly carry over to the upcoming meeting. Additionally, OKRify offers a comprehensive history of all meetings in the cycle for easy reference.
Complete a Meeting
Completing a meeting is an important step to ensure all the agendas were addressed , actions items are tracked and any discussion points are clearly documented along with next steps. OKRify meeting provides the ability to complete a meeting which will complete the current meeting and create the next meeting based on the meeting occurrence settings.Recurring meetings are also automatically completed and the next meeting is created if a recurring meeting is not already completed. In the meeting settings, the number of days for completing a meeting before the next meeting can be configured.
Carry Over Open Items
As we discussed above, carrying over open items from one meeting to the next recurring meeting is important to ensure open items are still tracked and ensure they are addressed completely.All the repeat items are automatically added to all the recurring meetings, in addition non repeat open items will also be carried over to the next meeting automatically. All the carried over items including repeat and not repeat items comments will also be automatically carried over to the next meeting.
Please check when an item will be carried below
- Open Repeat Meeting item with comments – carried over with comments
- Closed Repeat Meeting item with comments – carried over without comments
- Open Non-Repeat meeting item with comments – carried over with comments
- Closed Non-Repeat meeting item with comments – not carried over
Meeting Settings- Repeat Meetings
The following settings are available for repeat meetings in the meeting settings
- Days to complete meetings (Days before the next meeting date the current meeting will be closed and new meeting will be created automatically)
