Meeting Settings

These are YOUR meetings. Customize all facets of each meeting and even rename what you call portions of SecureDB for your organization.

Logged-in users who have the permission “Global Projects Settings” in their role will see Meeting Settings under the Administration navigation dropdown. Clicking that will take you to options for changing all sorts of defaults for your organization as a whole.

NOTE: Changes here are applied to ALL users within your organization.

Default Meeting Time

When creating a new meeting, you have several options for that meeting’s duration. Changing “Default Meeting Time (mins) here will change what the default option selected is for new meetings. Of course, the duration of each meeting can be changed on an individual basis. This simply sets what it should default to initially.

Default Projects List

Much like Default Meeting Time, this sets the default status view for projects when listed in the Projects List. Instead of showing ALL the projects by default, administrators may choose to auto-filter that initial view to “In-Progress” which will exclude any projects that are “pending” (starting in the future) or “completed” (archived). At the top of the Projects List, you are still able to change that filter. This option in Meeting Settings simply sets its initial default view.

Meeting Templates

Here you have a list of existing meeting templates. Those that are the defaults may be edited, but not deleted. Any custom meeting templates can also be edited or deleted.

Naming Conventions

Make the application yours. Under the Naming Conventions section, you’ll see the default language used in the application for Initiatives, Projects, Tasks, and Challenges. Maybe you want to change how those are referred to here and in the application.

Simply enter the singular and plural versions of each here and you’ll see them updated everywhere inside of the application for your organization after you click Save Changes.

Edit Initiatives

Initiatives are the highest-level goals for an organization. They are essentially a group of projects planned over a long period of time. All projects have an option to choose which Initiative they should be associated with. Then, all tasks within that Project get rolled-up to the Initiative. We also use this when generating your Gantt chart and drilldown Project Reports.

Simply give each a start date, end date, and a name. Remember, these are used more like “buckets” of Projects to categorize the ultimate goal for the child Project and associated Tasks.

As we say, Initiatives are how we can show the bat boy how his Tasks, no matter how menial they may seem, are going to help us win the world series.

Edit Segue Questions

Under the Segue tab, you’ll see a list of “Segue Questions” we’ve supplied you by default. Here is where you can edit, delete, or add to the list. Each time a meeting starts, one of these segue questions will be randomly chosen from this bank to be shown to meeting attendees at the beginning of the meeting.