How to create or edit a meeting type

1 - To access the obi® Meetings module, select "Meetings" from the Project Management module on the left-hand side of the screen.

2 - From here, locate and click on the meeting settings icon (cog) in the top-right corner of the screen.

3 - To create a meeting type, navigate from the Templates tab to the Meeting Type tab on the right-hand side of the screen.

4 - A pop-up card will appear, prompting you to enter the details of your meeting type. Please keep in mind that you can only add a meeting type if you already have a meeting template. When you're finished, click Save Meeting Type.

5 - After you've created the meeting type, you'll be able to reuse the meeting template across multiple projects or meetings. Please keep in mind that in order to use the same template across multiple meetings on the same project, the meeting type must have different titles.

6 - If you need to edit or delete a meeting type, use the search bar on the right-hand side of the log to find your meeting, and then click the Edit button on the left-hand side of the screen to amend the meeting type details or the Delete button to remove this meeting type.