Meeting Management - Smartsheet...Meeting Management Template Set Meeting AgendaSheet Agenda...

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Template Set Getting Started Guide

MeetingManagement

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smartsheet.com

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Meeting Management Template Set

Meeting Agenda Sheet

Agenda Submission Form

Meeting Agenda Portal

Meeting Follow-Ups

Future Agenda Topics Report

Past Meeting Agenda Report

2

Meeting Management Template Set Getting Started Guide

Action Items for Follow-Up Report

REQUIREMENTS: Business and Enterprise Plan

REQUIREMENTS:

http://bit.ly/Get-Set-Meeting-Management

http://bit.ly/Identify-your-plan

https://help.smartsheet.com/articles/2321743-discontinued-smartsheet-plans

3

Create a new workspace

Drag the files into workspace

Learn more:

https://help.smartsheet.com/articles/2026039-workspaces-overview

https://help.smartsheet.com/articles/522067-workspace-sharing

https://help.smartsheet.com/articles/522237-find-create-manage-sheets-and-other-items-from-the-home-tab?_ga=2.33628705.1463048055.1520553664-197214242.1520553664

https://help.smartsheet.com/articles/506690-managing-items-in-a-workspace-add-move-remove-

https://help.smartsheet.com/articles/2026039-workspaces-overview

4

Meeting Agenda Sheet

Learn more:

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E

C

BA

D

https://help.smartsheet.com/topics/formulas-and-functions

https://help.smartsheet.com/articles/522077-locking-unlocking-columns-and-rows

https://help.smartsheet.com/articles/504616-inserting-deleting-renaming-columns

https://help.smartsheet.com/articles/504619-column-types#contactlist

C

5

Meeting Agenda Submission Form

Learn more:

Set Notification for New Meeting Agenda Submissions

Learn more:

,

A

BB

AB

C

https://help.smartsheet.com/articles/522221-collect-information-form

https://help.smartsheet.com/articles/522221-collect-information-form#editwebform

https://help.smartsheet.com/articles/542904-using-notifications

https://help.smartsheet.com/articles/2476586-control-who-can-receive-notifications-from-your-sheet

6

Meeting Follow-Ups Sheet

C

B

A

D

7

Updating Status and Filters

Action Items for Follow-Up Report

Learn more:

,

C

B

A

B

https://help.smartsheet.com/articles/504619-column-types#dropdown

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data#filter_named

https://help.smartsheet.com/articles/522214-creating-reports

https://help.smartsheet.com/articles/522214-creating-reports#build

C

8

Future Agenda Topics Report

Past Agenda Topics Report

Learn more:

,

AB

C

AB

C

https://help.smartsheet.com/articles/522214-creating-reports

https://help.smartsheet.com/articles/522214-creating-reports#build

9

Setup the Dashboard

Learn more:

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C

B

A

D

E

https://help.smartsheet.com/articles/518547-create-edit-dashboard-portal#editSight

https://help.smartsheet.com/articles/2289957-sharing-a-smartsheet-dashboard

https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#image

https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#richtext

https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#report

https://help.smartsheet.com/articles/518558-widget-types-for-smartsheet-dashboards#shortcut

10

Share your Solution

Learn more:

FEEDBACK:

https://help.smartsheet.com/articles/2476646-infographic-user-types-sharing-permissions-decoded

https://help.smartsheet.com/articles/522067-workspace-sharing

http://bit.ly/Feedback-Meeting-Management

Meeting Management - Smartsheet...Meeting Management Template Set Meeting AgendaSheet Agenda...

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