> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Meetings & Governance

> Schedule meetings, collect requests, manage agendas, and keep governance records in one place

<Frame caption="Meeting scheduling and record-keeping in one workspace">
  <img src="https://mintcdn.com/managemanagement/xY5E1zWG_1HYuruH/images/hero-light.svg?fit=max&auto=format&n=xY5E1zWG_1HYuruH&q=85&s=ed29f1ed3aac61163cf8587442eef3cf" alt="Meetings Overview" className="w-full rounded-lg" width="800" height="400" data-path="images/hero-light.svg" />
</Frame>

## 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.

<CardGroup cols={2}>
  <Card title="AGM" icon="calendar-days">
    Annual company meeting for building governance, accounts, and board or membership decisions.
  </Card>

  <Card title="General Meeting" icon="clock">
    A formal meeting outside the annual cycle when the building needs a decision sooner.
  </Card>

  <Card title="Resident Meeting" icon="users">
    Useful for broader resident discussion, updates, or consultation.
  </Card>

  <Card title="Association or Major Works" icon="building">
    Covers recognised-association style meetings and major-works discussions when the workflow needs a dedicated record.
  </Card>
</CardGroup>

## Virtual meeting options

When creating a virtual or hybrid meeting, you can choose from several video providers:

| Provider                   | Description                                                                                     |
| -------------------------- | ----------------------------------------------------------------------------------------------- |
| **Manage Meet** (built-in) | Built-in video conferencing — no external account required. Listed first as the default option. |
| **Google Meet**            | Paste a Google Meet link for attendees to join.                                                 |
| **Microsoft Teams**        | Paste a Teams meeting link.                                                                     |
| **Zoom**                   | Paste a Zoom meeting link.                                                                      |
| **Custom link**            | Use any other video conferencing service by pasting the meeting URL.                            |

<Tip>
  **Manage Meet** is the easiest option — it works directly in the platform with no setup required. Attendees just click the meeting link to join.
</Tip>

## Creating and scheduling meetings

<Steps>
  <Step title="Create the meeting">
    Set the meeting type, date, time, and location. Choose between in-person, virtual, or hybrid format. For virtual or hybrid meetings, select your preferred video provider.
  </Step>

  <Step title="Add agenda and context">
    Add the meeting title, description, agenda, supporting documents, and any governance context you want attendees to see in advance.
  </Step>

  <Step title="Invite the right attendees">
    Add the relevant attendees and use a date poll first if you need to agree availability.
  </Step>

  <Step title="Track attendance and status">
    Use the detail view to keep attendance, current status, and linked records together.
  </Step>

  <Step title="Capture outcomes">
    Keep resolutions, notes, and minutes close to the meeting itself so the record is easy to review later.
  </Step>
</Steps>

## What the meetings workspace supports

<AccordionGroup>
  <Accordion title="Meeting list and filters" icon="list">
    View all meetings, filter by status or type, and focus on what is draft, scheduled, active, completed, or cancelled.
  </Accordion>

  <Accordion title="Meeting requests" icon="inbox">
    Residents can submit meeting requests, and directors or managers can review and approve them from the same area.
  </Accordion>

  <Accordion title="Date polls" icon="calendar-range">
    Use date polls before locking in a meeting when availability is still uncertain.
  </Accordion>

  <Accordion title="Detailed meeting record" icon="file-text">
    Each meeting can hold agenda items, attendees, linked documents, resolutions, minutes, and related issues in one place.
  </Accordion>
</AccordionGroup>

## Good public-facing guidance

<CardGroup cols={2}>
  <Card title="Use the right meeting type" icon="badge-check">
    AGM and major-works meetings usually need a different level of preparation from an informal resident update.
  </Card>

  <Card title="Keep the papers together" icon="folder-open">
    Store notices, agenda packs, and minutes with the meeting so residents do not have to search elsewhere.
  </Card>

  <Card title="Use voting when you need participation" icon="check-square">
    Meetings and voting complement each other; use both when a decision needs an auditable response.
  </Card>

  <Card title="Avoid duplicate records" icon="link">
    If a meeting triggers finance, document, or issue work, update the source workflow rather than restating it everywhere.
  </Card>
</CardGroup>

***

<Note>
  The meetings workspace helps organise governance activity, but it does not replace building-specific legal advice or your governing documents.
</Note>
