Working on a multi-step project and need to track progress over time? Want to analyze all of your team’s meetings this week to identify trends? By leveraging a meeting series, you speed up your access to critical information and sharpen your ability to identify patterns in that information.
All users in the organization can create, view, and edit personal meeting series to analyze multiple meetings cross-sectionally within a given Workgroup.
If you already have a meeting series to work with, this article will guide you through the ways to analyze meetings contained in the series. If you don’t have any Meeting to Meeting series yet, learn how to add new items .
A Meeting List View
Series are stored in Meeting to Meeting section under Analytics.
A list view will open by default upon clicking a meeting series. It shows a brief overview of each meeting in the series: the title, date of creation, owner, duration, number of participants, sentiment, and engagement score.
Sort the list of meetings by any column title. Hover over the right to each title to unhide the arrow. Every time you click the arrow, the column will change its order either ascending or descending.
|In a Meeting to Meeting series, you will see meetings listed that you may not have access to. Meeting to Meeting analyzes meetings across the whole Workgroup rather than just your own.|
If you don’t have access to a meeting that you are interested in, you may request access by clicking on it: the popup will inform you need permission to view it. Click Request Access to send the request to the meeting owner. The owner will decide to accept or decline your request for which you will receive a notification.
If you already have access to the meeting you select, you will proceed to the meeting.
To modify the list view, select the number of rows per page to display: 20, 50, or 100. You can find this in the bottom-right of the window. Click to open the dropdown and select the option you prefer. Use arrows next to it to navigate between pages.
A Meeting Carousel
In the upper-right of the window, you can see a little icon that switches you to the Carousel:
The Carousel view provides access to a wider range of meeting items of a series compared to the List view. Here you can see the list of meeting properties like date, duration, owner, and number of participants. In addition, you can track the number of each meeting item like issues and decisions across multiple meetings.
Navigate between meetings using the arrows to the left and right or use a slider at the bottom of the window.
|You don’t need to have access to a particular meeting to view items in this section.|
At the top of the carousel, in the same row with the series title, you can see the list key . Click this icon to switch back the list view.
|Carousel allows to track key items across time or type of meeting. For example, if you set up your weekly standup as a meeting series, you can see the decisions made each week to ensure progress is being made.||Carousel allows to track key items across time or type of meeting. For example, if you set up your weekly standup as a meeting series, you can see the decisions made each week to ensure progress is being made.|
Next to the list key, you can see a dropdown that defaults to Summary. Click the dropdown to see a list of meeting key items. Use it to view the key items in the Carousel.
You can sort by the following items:
- Issues (an example is on the screenshot)
- Key Events
- Parking Lot
Try to access the meeting by clicking a meeting title to dive deeper into its contents. If permission popups appear, request access or cancel the action.
|If you don’t want your meetings to be seen by users in this section, ensure your meeting is set to private.|