Meetings are the perfect place to discuss subjects inherent to your circle with your team: being able to add an idea, a tension or a proposal into a meeting is essential for collaboration.
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How to add an agenda item to a meeting?
While your meeting is in progress, you might think of something you want to share with you team. Add your idea as an item tu be discussed during the agenda step of your meeting.
In your circle's meeting:
Type your idea in the Agenda box
Click on the "+" icon to add it to the list of items to process
How to import a tension to a meeting?
Note: Each member of the circle is responsible for creating and importing their tensions to the meeting. The secretary cannot import tensions for other members.
To import a tension from your Inbox to your circle's meeting:
Click on the Import button
In My tensions, tick the box next to the tension(s) you want to bring to the meeting
Click Import to validate
Note: The tensions showing in the list are the ones saved in Inbox, that have either been assigned the circle the meeting is for or haven't been assigned a circle at all.
If you are not able to attend the meeting on Holaspirit to import your tension(s), you can do it directly from the Inbox module ahead of the meeting.
Prerequisite: A meeting must be scheduled for the circle you want to share your tension with.
In Inbox, click on your tension then:
Click the Bring to meeting button
Select the circle in which you would like to process your tension
Select the type of meeting and the date it's scheduled
Click Confirm to validate
You tension will be added to the chosen scheduled meeting as an agenda item. If no meeting is scheduled, you won't be able to import your tension that way.
Note: Once imported to a meeting, your tension will no longer appear in Inbox.
More information on how to process tensions from Inbox in this article.
How to import a proposal into a meeting?
Governance meetings are the best place to discuss the evolutions inherent to your circle with your team before implementing them.
You can import the proposals you've created and saved in your Proposals module as well as the ones you've already submitted asynchronously to your circle. You'll find more information on how to create, submit and track proposals in this article.
To import your proposal (saved or already submitted) to a meeting:
Click on the Import button
In My proposals, tick the box next to the proposal(s) you want to add
Click on Import to validate
As the meeting secretary, you can import the proposals submitted asynchronously and currently in progress within your circle, to the meeting. This is the only time the secretary can import an item for other members of the circle.
Follow the same process described above and find your circe's ongoing proposals in the Submitted proposals tab.
How to edit or delete an agenda item in a meeting?
After adding your item to the agenda, you might change your mind and want to edit or delete it.
Click on the three dots next to it
To edit your item, click on Open agenda item and make your changes in the pop-up window, they will instantly be saved
To delete your item, click on Delete agenda item
Note: If an imported tension or proposal is deleted from the meeting agenda, it will go back to its corresponding module (Inbox or Proposals).