Viewing meetings and tasks

The Meetings and Tasks tabs in the main window show your meetings and tasks. You can filter and sort them according to various criteria.

The Meetings tab

The Meetings tab displays all meetings that you have created or been invited to. You may also have permission to view other meetings, such as all meetings in a meeting series, or to view the agendas or minutes of various meetings, even if you were not invited to those meetings. You can view these items on the Meetings tab as described further down in this topic.

You can also view meeting information using an iCalendar feed; for more information, see "Setting up calendar integration and Google options".

If an exclamation mark , check mark or cross is shown next to the title of a meeting, approval of the agenda or minutes of that meeting is needed. The symbols show the status of the approval process. See "Viewing agendas or minutes pending approval" below.

The Tasks tab

The Tasks tab displays all tasks that have been assigned to you. If you have permission, you can also view tasks that you have created, all tasks in your organization's MeetingBooster installation and projects on the Tasks tab. The From column shows the origin of the task. If the task was created in a meeting series or meeting, the title of the series or meeting (or a meeting agenda item) is shown. Otherwise, the column shows the name of the task creator.

On the Tasks tab, you can also export tasks to PDF or Excel format. For more information, see "Exporting tasks to Excel or PDF" in "Managing tasks".

For more information on working with tasks and projects, see "Understanding tasks and projects" and subsequent topics in the "Working with tasks and projects" section of the Attendee Guide. For more information on user permissions, see "Understanding security roles".

Depending on your security roles, you may also have access to the Dashboards tab which provides reporting features. See "Working with dashboards" for more information.

Filtering by date

Select the Meetings or Tasks tab depending on whether you want to view meetings or tasks.

Click the date range drop-down list, and then do one of the following:

Select Today, This Week or Next 30 Days to filter meetings or tasks by a preset date range.

Select Default to use the default date range. For meetings, the range is from one week prior to today's date to two weeks after today's date. For tasks, the range is from one month prior to today's date to three months after today's date.

(Tasks only) Select Last 30 days, Last 3 months, Last 6 months or Last 12 months to only display tasks in the past, or select All dates to show all tasks.

Select Custom to open the date range selector and enter a start date and end date manually.

Select custom start and end dates by doing one of the following:

Selecting the desired dates in the calendar view to the left

Entering the desired dates in the date fields to the right

The list now shows all meetings or tasks within the date range selected.

The filter can be refined by status using the predefined filters in the menu on the left or by search text entered in the Search field.

Filtering using the predefined menu filters

For meetings:

Click Accepted Meetings to view all meetings that you have accepted in the date range selected.

Click Pending Meetings to view all meetings that you have not accepted or declined yet in the date range selected.

Click Declined Meetings to view all meetings that you have declined in the date range selected.

For tasks:

Click My Tasks to view all tasks assigned to you in the date range selected.

Click Tasks Created By Me to view all tasks created by you in the date range selected.

Click All Tasks to view all tasks that you have permission to view in the date range selected. This could include the following:

All tasks assigned to you

All tasks that you have created

All tasks from projects or meeting series that you belong to

All tasks in relation to meetings that you have participated in

(If you have permission) Tasks for users below you in the organization hierarchy

Filtering by search text

Enter the search text in the Filter field.

Click Filter .

All meetings or tasks containing the search text are displayed.

Reset the Filter field by doing one of the following:

Delete all search text in the Filter field and click Filter .

Click Delete at the right of the Filter field.

Viewing your own meetings or all meetings

On the Meetings tab, you can filter the list of meetings to show your own meetings only, or all meetings that you are allowed to see.

Click the drop-down to the left of the date range drop-down list.

Select My Meetings to only view meetings you have created or been invited to, or All Meetings to view all meetings that you are allowed to see.

For more information, see "Understanding security roles" in the Administrator Guide.

If you are the personal assistant (PA) of another user and have scheduled a meeting on behalf of that user, you can only view the meeting (for example because you need to update something after having saved and closed it) by selecting All Meetings.

Filtering tasks by project names and meeting names

On the Tasks tab, you can filter the list of tasks displayed so that only tasks related to certain projects or meetings are shown.

Click Filter .

Click the selection button next to View meeting titles and/or View project names to select the meeting and/or project to filter by.

Select the meetings and/or projects in the dialog that opens. You can specify the meeting or project title in the Find Meeting or Find Project field. As soon as you start typing, titles that match your search text are shown. You can also select a meeting or project from your most used or recently used meetings or projects.

The Filter button turns yellow to indicate that a filter has been defined.

Clearing the filter

Do one of the following to clear the filter:

Click Filter to open the filter options dialog, and click Clear Filter.

Click the cross on the yellow filter button.

Using the task completion chart

On the Tasks tab, a pie chart gives you a quick overview of how many of the tasks assigned to you are open, completed or overdue.

Deselect the check box next to Open, Complete or Overdue in the legend to hide that task category from the chart and the task list.

Select the check box again to restore task categories not shown in the chart.

Viewing past meetings

Click Past Meetings in the menu.

(Optional) Filter the list of past meetings using the two drop-downs:

Select if you want to see only meetings which you have organized or participated in, or all meetings that you are allowed to see.

Select a date range.

Click the title of a meeting to see the meeting minutes.

The meeting minutes may have been hidden by the host, organizer, co-organizer or note taker, for example because they have not yet been approved. If this is the case, the contents of the minutes will be hidden when you click the meeting title.

You can assign one or more past meetings to a meeting series by clicking in the Series column and selecting a series on the drop-down that appears.

You can only select a meeting series if you are authorized to create, view or manage such meetings. For more information, see  "Working with meeting series", "Understanding security roles" and "Managing security roles".

Viewing meetings pending feedback

Click Pending Feedback in the menu to see a list of meetings awaiting feedback from you.

For more information on the feedback feature, see "Providing feedback on meetings".

Viewing agendas or minutes pending approval

Click Pending Approvals in the menu to see a list of meetings whose agendas and/or minutes you have been asked to approve.

The approval status of a meeting is also shown using an exclamation mark , check mark or cross in the list of meetings.

If an exclamation mark is shown, and the meeting has not been executed yet, the meeting agenda must be approved. Hover the mouse over the exclamation mark to see the status of the approval process and check if you should do anything. For more information, see "Approving meeting agendas" and "Managing agenda approval".

If an exclamation mark is shown, and the meeting has been executed, the meeting minutes must be approved. As with agendas, hover the mouse over the exclamation mark to see the status of the approval process and check if you should do anything. For more information, see "Approving meeting minutes" and "Managing meeting minutes approval".

If a check mark is shown, the meeting agenda or minutes needed to be approved, and the approval process is now complete. No more actions are required on your part.

If a cross is shown, another user has rejected the agenda or meeting minutes of a meeting that you scheduled, and you must edit the meeting. For more information, see "Managing agenda approval" and "Managing meeting minutes approval".

If no symbols are shown, approval is not needed for the meeting.

Sorting views

The items displayed on the Meetings and Tasks tabs can be sorted by all headings. By default, all items are sorted by date, but you can change the sorting order or sort by another heading:

Click a heading to sort by this heading in ascending order.

Click the heading again to sort by the same heading in descending order.