From the agenda to the work that follows.
One meeting record, before, during and after.
- Plan the agendaTopics, presenters and time allowed, from a template or from scratch.
- Take notes togetherShared notes with autosave, edited by everyone in the room.
- Record what was agreedDecisions with the reasons and who decided, and actions with an owner.
- Carry it forwardOpen actions come back on the next agenda until they are done.
Everything a good meeting needs.
Meetings, notes, decisions and actions, linked to the work they are about.
- Any kind of meetingWith or without a calendar, recurring or impromptu, each date its own record.
- Agendas and templatesTeam, one-on-one, project status, leadership, client and retrospective meetings.
- Shared notesEdited together, published to a chosen audience, with earlier versions kept.
- Decisions on recordWhat was agreed, why and by whom, with the tasks that carry it out.
- Actions that follow throughCreated from the notes and carried to the next meeting.
- Connected to the sourceMeetings linked to projects, events and clients.
Recurring work, such as a monthly report Later Focus time blocked out in your calendar Later
Everything in Meetings
Agendas, shared notes, decisions and actions in one place, so what a meeting agrees is never lost.
Meetings
- Meetings with or without a calendar, including impromptu ones
- Recurring meetings, with each date its own record
- Agendas with topics, presenters and time allowed
- Templates for team, one-on-one, project status, leadership, client and retrospective meetings
Notes
- Shared notes edited together, with autosave
- Notes published to a chosen audience and amended with earlier versions kept
- Actions created from the notes and carried to the next meeting
Decisions
- A decision register with the reasons and who decided
- Active, superseded and reversed decisions
- Tasks that carry out a decision linked to it
With the rest of Perspectiv
- Open a booking for an agenda, notes, decisions and tasks
- Meetings linked to projects, events and clients
- Share one task without sharing the whole meeting
- Reports and search across meetings, notes and decisions
Connected across Perspectiv.
Meetings brings work together from the modules you use. Each keeps its own availability.
Common questions
Questions
What is free and what is paid?
Bookings and the basic My work page in Tasks are free. Meetings, notes, decisions and team views are paid. Their price has not been set yet.
Do I need a calendar to hold a meeting?
No. You can record a meeting with or without a calendar, including one that happens on the spot.
Who can read the notes?
The people you publish them to. Notes can be amended later, and earlier versions are kept.
Can a meeting approve a purchase or submit a report?
Only through the module that owns it. Meetings shows the work and opens the right step, but the approval or submission happens there.