GeneralMeetingSense ObjectsMeetingSense Objects include user/admin created content like: Organizations, Teams, Projects, Meetings, Action Items. Objects can also include Comments or Files (not objects themselves. All objects have at least 1 owner and any number of Members.
MeetingSense HierarchyThe object hierarchy within MeetingSense Pro follows this basic structure: Organizations > Teams > Projects > Meetings > Action Items > Files and Comments
Orgs, Teams, and ProjectsOrganizations, Teams, and Projects are top-level objects that contain and organize all other system sub-objects like Meetings and Action Items.
Object Parent/Child RelationshipObjects in the system follow the basic hierarchy outlined above. Parent objects are those above child objects in the system. For Example: A Team is the Parent object of a Project contained within that Team. While the Project is a Child of the Parent that’s the team.
Active UsersActive users in a MeetingSense Organization are users who have accounts and are actively using the system
Admins (or Organizers)Admins control all aspects of the Organizational members that they manage. They have access to not only view Members details but also the ability to change them. For example: Project Admins control the privacy of that Project, Members within that Project, etc.
Members (or Meeting Participants)Members can consume and interact with objects in an Organization, but have more limited access and little control of objects in the system. For Example: a Meeting Participant has access to view all the Meeting Details and can interact with action items assigned to them, but can’t edit meeting detail.
GuestsGuests only have access to objects and content within an Organization that Publishers have directly and specifically given them access to (eg., Meeting participant, assigned an Action Item, etc…), and nothing else.
PublishersPublishers create content within the Organization, these are paid users. Eg.,  Publishers can create Meetings, Projects, Action Items, add Files and Comments. Admins, Members , and Guests can also be Publishers.
Non-PublishersMembers or Guests with access to view information they’ve been invited to see, like Meetings and Action Items, but they can’t create their own content/objects in the Organization.
NewsfeedsNewsfeeds are the running real-time updated audit trails on your Organization’s Home Page, as well as each Project Pages. Newsfeeds show every action that has taken place in your MeetingSense world along with links to that object and a date and time stamp of when that action took place.
Share PodShare Pods at the top of Newsfeeds and allow users to quickly create and post content like Comments, schedule Meeting, assign Actions Items, and upload Files.
FilesFiles are any business document type that is uploaded into the system. Files can be uploaded separately, or attached to a Meeting, Action Item, or shared in a Team or Project space. Files have their own pod on Home Pages.
Files PodFiles pods are found on all Home Pages (Org, Team, and Project), and provide a list of your top 5 recently used files. You can download and delete Files from Files pods.
CommentsComments are simple text strings that can be added to any Newsfeed. Comments can be shared to the entire Organizations, Teams, or Project… or just to Meeting participants or between Action Item assignee/assigner
PanesPanes are a quick and easy way to get high level information about a Meeting or Action Item. Clicking on a specific listing in a list will pop out that object’s information Pane where you can take action.
OutlookMeetingSense Outlook ToolbarMeetingSense’s Outlook Toolbar Plugin integrates MeetingSense into your existing Microsoft Outlook workflows to help you properly schedule meetings like you always have.
OrgsOrganizations (Orgs)Your Organization is your MeetingSense Pro company account. Organizations live at the top of the MeetingSense hierarchy, all other content in the system lives within (below) the Organization. Organizations are inhabited by Admins, Members, and Guests.
Organizations and Teams PaneThis refers to the Pane that can be found when the CU clicks their Organization’s name at the top left of any page within MeetingSense
TeamsTeamsTeams are a way to organize users (admins, members, guests) and objects (Projects, Meetings, Action Items, Files, etc…) within your Organization under a specific grouping. Teams typically mirror your company’s departmental structure (eg., Marketing, Sales, Support, Executive Management, etc…). Once a Team has been created, it will have its own Home Page, and content can be added only for the Admins, Members, and Guests in that Team to access.
ProjectsProjectsProjects are also used to organize your users and objects together in one online ‘digital room’ for easy collaboration. Projects can be places within a specific Team, or under the Organization. Projects have their own Project spaces where Project members can share Meetings, Action Items, Files, and comments in one place.
Projects PageThe Projects Page lists all of your Projects in “tile” format. You can click any Project tile to be take to that Project’s Home Page. You can also create a new Project from this page
Projects PodA Projects list can be found on any Newsfeed and will display all Projects that the CU has access to AND all Projects that fall under that Newsfeed’s OTP
WebCaptureWebCapture is the single intuitive interface and MeetingSense Web App used to capture all of your Meetings information during your meetings. You launch WebCapture by right-clicking on a scheduled meeting in your Outlook calendar, or from within your MeetingSense dashboard.
MeetingsMeetingsMeetingSense Meetings are digital records containing all of the information captured in WebCapture. MeetingSense Meeting records contain the Meeting’s details, the description, who attended/who didn’t, location, the Agenda, any Decisions, Action Items, Files, and the running Newsfeed (audit trail) for that meeting.
Meetings PageThe Meetings Page is the page that contains a searchable, filterable, sortable list of all your MeetingSense Meetings and their accompanying information and collaboration.
Meetings PodWhen creating a new Meeting, the New Meeting Pane will show. Here a Publisher may set all the details of the Meeting and invite Meeting Organizers and/or Meeting Participants
Meeting ID’sMeeting ID is the number found by opening a Meeting’s Pane and looking at the number to the left of the Meeting subject
Meeting Summary EmailWhen you are finished with your meeting in WebCapture, you can instantly send an organized, stylized meeting minutes summary via email. Anyone can consume this meeting summary and all of your meeting information is organized to be very interactive.
Quick MeetingsQuick Meetings are not scheduled and are meant to be for “surprise” meetings. The Meeting Summary for a Quick Meeting will look just like a normal Meeting.
Agenda TemplatesMeeting Agenda templates for reuse from a drop down field can be created and used in the MeetingSense Outlook invite Pane or from the MeetingSense Dashboard. Agenda templates are created once and easily selectable from a dropdown thereafter. On the Dashboard, go to your Meetings page, and click the “…” icon at the top right of the page.
Conferencing ProfilesYou can also create Web and Audio conferencing profiles from the same button mentioned above at the top right of the Meetings Page. Simply create a new profile, fill in all your conferencing information, and save the profile. That profile will then show up in the picklist in your Outlook invite Pane and in your MeetingSense Dashboards
Action ItemsAction ItemsAction Items are actionable tasks that are assigned from user to user. Action Items only need a subject to be created, but can also be given many details. Action Items can be assigned at any level, from the Org master level down to within a Meeting.
Action Items PageThe Action Items Page is the single place to sort, filter, search, and manage all of the Action Items in your MeetingSense world
Action Item PodAll MeetingSense Dashboard Home Pages (Org, Team, Project) have an Action Item pod that allows you to assign a new Action Item, or interact with existing Action Items.


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