Managing Meetings

Managing Meetings

The Groove Meetings Tool helps you organize, conduct, and record meetings. Every Groove meeting includes a Meeting profile (start and end times, location, and description), Attendees list, Agenda, Minutes, and Actions, which are displayed as tabs for easy access. You can use a wizard to quickly create a meeting, and then manage all aspects of it.

Create a Meeting

In Launchbar, double-click the workspace you want to open , and then click the Meetings tab.

Click the New Meeting button to start the wizard.

Enter the subject, start and end times, location and details.

Click OK .

Use the Attendees tab to select meeting attendees and appoint a chairperson and minutes-taker.

Manage a Meeting

• Agenda. Click the Agenda tab, click New Topic, fill in the form, and then click OK.

• Action Items. Click the Actions tab, click New Action Item, fill in the form, and then click OK.

• Record Minutes. Click the Minutes tab, click Edit, type in text or click Insert Agenda, and then save or discard your work.

• Attendees. Click the Attendees tab, click Edit, make changes, and then click Save and Close.

• Navigate. Click the Date of range options button, and then select a range of dates, or click the Previous/Next arrows.

• Attachments. Select a profile, agenda, or action, click Edit, click Attachments list arrow, and then click Add, Delete, Save all, or file name you want to open.

Working with Forms

If you need to collect data as part of your project, you can use the Groove Forms Tool to create custom forms in the workspace window, or use the InfoPath Forms Tool to import forms you have already created using Microsoft Office InfoPath 2007. With Designer Access privileges, you can use the Groove Forms Tool to name the form, choose the fields, select the form style, and create a form view to view the data. You create and layout form elements in the design sandbox, which multiple team members can use to help with the design. Like working with files in Groove, your form designs are stored locally until you publish them back to the workspace.

Create a Form and View

In Launchbar, double-click the workspace you want to open , and then click the Forms tab.

Click the Designer button, and then click Create New Form .

• On first run, click Start Here .

On the Basics tab, enter form name.

Select the check boxes with the system fields you want.

To create new fields, click Create New Field in the left pane, click the field type you want, click Next , click a property in the left pane, enter information or select options, and then click Finish .

Click the Style Form button, and then select a style.

Click Column Number button, and then select a number.

Select other options for defining the behavior of the fields and form.

In the left pane, click Create New View .

Click the Basics tab, and then enter a view name.

Select the check boxes with the fields you want, and other options.

Click Save .

Click the Publish Sandbox or Discard Sandbox button.

Did You Know? You can change form settings and access. In the workspace, click the Forms tab, click the Designer button, point to Modify Form, click a form name, click the Options or Access tab, select options, click Save, and then click Publish Sandbox.

Create and Manage a Form Record

In Launchbar, double-click the workspace you want to open, and then click the Forms tab.

Click the New button, and then click the form name.

Enter form data.

Click the Save or Save and Create Another button.

To edit a form record, double-click it, make changes, and then click Update .

To delete a form record, click the form record, and then click the Delete button.