{"id":14715,"date":"2023-10-17T14:09:29","date_gmt":"2023-10-17T19:09:29","guid":{"rendered":"http:\/\/securedb.io\/kb\/?p=14715"},"modified":"2025-11-18T11:26:16","modified_gmt":"2025-11-18T16:26:16","slug":"run-your-first-meeting","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=14715","title":{"rendered":"Run Your First Meeting"},"content":{"rendered":"\n

You’ve got the methodology down<\/a>. Now, let’s run our first meeting in SecureDB<\/a>. Click on “My Meetings” from the main navigation. From there, you’ll see a list of the meetings you have been invited to. Click “View Meeting” and let’s walk through running a meeting.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Meeting Preview<\/h2>\n\n\n\n

Now in the Meeting Preview, you can check to see what is already there by clicking through the agenda items on the left. You have the opportunity to update any Tasks, add or update the details of Challenges and more. If the meeting owner starts the meeting while you are in the Meeting Preview, you will automatically see the meeting starting. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

For this example, let’s pretend you are the only one here. Click the “Start Meeting” button at the top and let’s see what happens. <\/p>\n\n\n\n

Meeting Started<\/h2>\n\n\n\n

Once started, a timer at the top of the page, above the agenda, will count down the \u201cmeeting duration\u201d set in meeting setup. There is also a progress bar representing the amount of time you\u2019ve already been in the meeting. Click the “Follow” button<\/a> if you’d like to follow the meeting facilitator as they progress though the meeting agenda.<\/p>\n\n\n\n

\"Meeting<\/figure>\n\n\n\n

Meeting Agenda<\/h2>\n\n\n\n

Segue<\/h3>\n\n\n\n

Here you can share your Segue question or topic for the meeting. The link for your Teams\/Zoom\/Google is also provided to the attendees, as well as a call-in number, if added in the meeting’s Settings.

Use the \u201cEmail Attendees<\/em>\u201d button to send a reminder email to all attendees.<\/p>\n\n\n\n

ScoreCard <\/h3>\n\n\n\n

Clicking the next item on the agenda, \u201cScoreCard\u201d, shows you all the Objectives that were chosen in meeting setup. (Note that the previous step, Segue, remembers how much time we spent there. Green if under the allotted time. Red if not).<\/p>\n\n\n\n

For this meeting we do not want to look at ALL the projects under an Initiative, but we DO want to look at two Projects and two Tasks (from two different Projects).<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Projects<\/h3>\n\n\n\n

Now we can move on to Projects on the agenda. Here, we have a list of all the Projects that have been added to the agenda. Clicking the title of the Project will show details. There is also a dropdown to the right where you can update that Project with how you “feel” it’s going<\/a>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Task Status Review<\/h3>\n\n\n\n

The next agenda item is Tasks Status Review<\/strong> \u2013 This displays the tasks that you selected in Meeting Setup.<\/p>\n\n\n\n

As the name implies, this is where we can review the Task we\u2019ve chosen to include in the meeting.<\/p>\n\n\n\n

From this screen you can Add New<\/strong> Task, Edit <\/strong>existing Task details, Mark a Task as Watch<\/strong> to be notified of any changes, Star<\/strong> the Task to mark it as a high priority, Reassign<\/strong> the Task to another user, or Delete<\/strong> the Task. You can also Archive <\/strong>Tasks you no longer want to see.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You can also use the “Quick Add<\/a>” feature by clicking + Add<\/strong> button under “Active.”<\/p>\n\n\n\n

\"Quick<\/figure>\n\n\n\n

Challenges<\/h3>\n\n\n\n

Here is where we can create Challenges we want to discuss. Each one includes a “discussing” radio button as well as a “solved.” Open the details of each to view how the discussion on that Challenges went. Once you feel your team has resolved it, simply click the “solved” radio button and choose what you want to do with it now (archive it, save it, delete it). <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You can also use the “Quick Add<\/a>” feature by clicking + Add<\/strong> button under “Discussing.”<\/p>\n\n\n\n

Shout-Outs <\/h2>\n\n\n\n

This is a view that is a combination of Give Feedback and the FeedbackBoard.  Here meeting attendees can give Factor based on information gathered in the meeting.  Users can also give shout-outs<\/a> by \u201cLiking\u201d the Shoutout entries.<\/p>\n\n\n\n

Wrap-Up<\/h3>\n\n\n\n

Meeting wrap-up includes another opportunity to provide feedback, as well as the option to email \u201cMeeting Recap\u201d to individuals or all attendees. The email includes a summary of the changes logged during this meeting, with options to select individual Meeting segments.<\/p>\n\n\n\n

Once the email is sent, the final step is to click End Meeting<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

UP NEXT:<\/strong> Roles & Permissions<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

You’ve got the methodology down. Now, let’s run our first meeting in . Click on “My Meetings” from the main navigation. From there, you’ll see a list of the meetings […]<\/p>\n","protected":false},"author":2,"featured_media":16116,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[29],"tags":[],"class_list":["post-14715","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-getting-started"],"wps_subtitle":"You\u2019ve got the methodology down.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/14715","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14715"}],"version-history":[{"count":17,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/14715\/revisions"}],"predecessor-version":[{"id":20839,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/14715\/revisions\/20839"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/16116"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14715"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14715"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}