Overview
The Meetings workspace covers more than annual meetings. It is the shared place for scheduling, reviewing meeting requests, running date polls, and keeping the meeting record together with attendees, documents, agenda items, resolutions, and minutes.Meeting types in the product
Current meeting types include Annual General Meeting, General Meeting, Resident Meeting, Association Meeting, and Major Works meetings.AGM
Annual company meeting for building governance, accounts, and board or membership decisions.
General Meeting
A formal meeting outside the annual cycle when the building needs a decision sooner.
Resident Meeting
Useful for broader resident discussion, updates, or consultation.
Association or Major Works
Covers recognised-association style meetings and major-works discussions when the workflow needs a dedicated record.
Creating and scheduling meetings
Create the meeting
Set the meeting type, date, time, and location. Choose between in-person, virtual, or hybrid format.
Add agenda and context
Add the meeting title, description, agenda, supporting documents, and any governance context you want attendees to see in advance.
Invite the right attendees
Add the relevant attendees and use a date poll first if you need to agree availability.
Track attendance and status
Use the detail view to keep attendance, current status, and linked records together.
What the meetings workspace supports
Meeting list and filters
Meeting list and filters
View all meetings, filter by status or type, and focus on what is draft, scheduled, active, completed, or cancelled.
Meeting requests
Meeting requests
Residents can submit meeting requests, and directors or managers can review and approve them from the same area.
Date polls
Date polls
Use date polls before locking in a meeting when availability is still uncertain.
Detailed meeting record
Detailed meeting record
Each meeting can hold agenda items, attendees, linked documents, resolutions, minutes, and related issues in one place.
Good public-facing guidance
Use the right meeting type
AGM and major-works meetings usually need a different level of preparation from an informal resident update.
Keep the papers together
Store notices, agenda packs, and minutes with the meeting so residents do not have to search elsewhere.
Use voting when you need participation
Meetings and voting complement each other; use both when a decision needs an auditable response.
Avoid duplicate records
If a meeting triggers finance, document, or issue work, update the source workflow rather than restating it everywhere.
The meetings workspace helps organise governance activity, but it does not replace building-specific legal advice or your governing documents.