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Introduction to "Meetings" 1 min
- Creating Meetings
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Creating a Meeting Agenda 2 min
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Creating Meeting Topics and Items 2 min
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Adding References and Attachments 2 min
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Managing Invitees 2 min
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Using Meeting Templates 3 min
- Managing Meetings
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Filtering Meetings 2 min
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Tracking Attendance 1 min
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Assigning Meeting Items 2 min
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Generating Meeting Minutes 2 min
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Creating Follow-up Meetings 1 min
- Sharing and Exporting Meetings
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Sharing Meetings 1 min
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Exporting Meetings 1 min
- Meetings on Mobile
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Managing and Creating Meetings on a Mobile DeviceUntitled Lesson 3 min
- Check Your Understanding
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Knowledge Check
- Conclusion
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Help Us Help You
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Course Wrap-Up
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Training and Support
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Related Content
Meetings
Learn how to create agendas, add meeting invitees, capture decisions made, and assign individuals to specific action items.
Note: Please register to access the course content.
You'll earn points in The Big Room for completing this course!
Welcome to Meetings!
In this course, we will cover how to create agendas and manage meeting invitees, capture decisions made, and assign individuals to specific action items. You'll also learn how to automatically generate follow-up meetings. In Meetings, all meeting records are centralized, organized, and accessible to meeting invitees.
Who should take this course?
This course is designed for meeting organizers, participants, and team members responsible for keeping track of meeting records on a project.
We’ll cover:
- Creating a meeting agenda and inviting meeting participants
- Capturing information during meetings
- Generating meeting minutes
- Creating a follow-up meeting
- Sharing and exporting meetings
Note: You may see Forma Build in this course instead of BIM Collaborate. The Meetings tool has the same functionality in both Forma Build and BIM Collaborate.