Meeting Management
The Meetings workspace covers everything from AGMs to informal resident updates. Directors can create meetings, invite attendees, run date polls, and keep the full record — agenda, documents, minutes, and resolutions — in one place.Meeting types
| Type | When to use |
|---|---|
| AGM | Annual general meeting for accounts, board decisions, and governance |
| General Meeting | Formal meeting outside the annual cycle for urgent decisions |
| Resident Meeting | Informal updates, consultations, and community discussions |
| Major Works | Dedicated meeting for large maintenance or improvement projects |
Creating a meeting
Set date, time, and format
Choose in-person, virtual, or hybrid. For virtual meetings, integrated video conferencing is available.
Add agenda and documents
Write the agenda and attach supporting papers — budgets, reports, proposals — so attendees can review in advance.
Invite attendees
Add residents, directors, and any external guests. Use a date poll first if you need to find the best time.
During the meeting
- Virtual meetings: Attendees join via a link with no extra apps required
- Voting: Run live polls or resolutions during the meeting
- Attendance: Track who attended for the minutes
- Minutes: Take notes directly in the meeting record or upload a document afterwards
After the meeting
Update related issues
If the meeting decided on maintenance or financial actions, update the relevant issues.
Meeting requests
Residents can request meetings through the platform. Review these in the Meeting Requests area and schedule one if enough residents support it or the topic requires formal discussion.Tips
Give proper notice
AGMs usually require 14 days’ written notice; check your articles and lease terms
Attach papers early
Residents make better decisions when they can read budgets and proposals beforehand
Record attendance
Attendance records matter for quorums and voting validity
Link to votes
If the meeting includes a formal resolution, create a linked vote for the record