Custom Forms and Surveys Create beautiful custom forms and surveys as easily as a Google Form and gather feedback from inside or outside of the organization. User’s within the organization who have accounts can […]
Getting Started with Projects “” are a way to bring parts of the application together into formalized meetings and group into . It’s part meeting management and part management–with a lot of smart tools […]
Attachments in Meetings Introduced in v6.0, you can select Upload from the Embed Type dropdown to upload a PDF from your computer into your meeting.
Synced and Editable Segue Questions The Segue is an important part of any meeting. It’s the moment when attendees transition from working “in the business,” to working “on the business.” There is a default list […]
Rocks Overview Creating a ‘s management module allows users to organize into . Users can initiate a new by accessing the “ List” in the main navigation under “”. Once on the page, click “New […]
Invite Guests to Meetings Meetings are not just for internal meetings. Meeting Creators can also invite guests from outside the organization to attend their meeting — no login required! Guests do not have to […]
Meeting Sticky Notes In the Segue portion of your meeting, you’ll see a little button on the right titled “Add Sticky Note.” Clicking that button adds a digitally-editable sticky note to your meeting. […]
Employee Check-Ins Have you ever heard of employee check-ins? They’re meetings that managers have with their employees on a regular basis. These meetings are a great way for managers to give feedback, […]
Embedded Items Make your meetings about whatever you want by optionally embedding shared links via URLs and iFrames! With Embedded Items, the sky is the limit. Well, it’s limited only by what […]
Tasks by Projects (Manager View) The nice thing about working with real people and real data is there are SO many different ways to visualize, update, sort, and export that information. Some people love to […]
Embedding PowerPoint using SlideShare If your PPT file is already saved in your Office 365 cloud drive, you can embed it in your meeting using Microsoft’s embedding tools, explained here. However, that uses SharePoint […]
Manage Notifications You can update when and how you are notified by from the Notifications tab of your user profile. Simply click your name in the top-right of the screen, click “Edit […]