Compact Meetings and Actions Solution.
The Meetings and Actions software makes scheduling, recording and tracking your internal/external meetings and actions easy and all from a central location.
Quickly implemented.
The system is ready to go with just minor configuration to make it your own, including custom branding.
Main features.
- Customised branding
- Status dashboard
- Email/calendar integration (send invitations)
- Agenda templates
- Conference call link in agenda
- Request agenda items/review
- Email agenda
- Agenda clone option
- Attendance and apologies
- Note taking during meeting
- Record risks regarding items discussed
- Customised branding
- Status dashboard
- Email/calendar integration (send invitations)
- Agenda templates
- Conference call link in agenda
- Request agenda items/review
- Email agenda
- Agenda clone option
- Attendance and apologies
- Note taking during meeting
- Record risks regarding items discussed
The main dashboard.
The main dashboard lists past and future meetings with:
Dates and times
Locations
The people invited
Whether the minutes have been sent out
Filters and summary panels.
The table can be filtered to only show results relevant to the current user.
The three summary panels give figures of the number of attendees, upcoming meetings and attended meetings.
A new meeting.
When scheduling a meeting, users can specify:
Invitees and Agenda.
Invitees are selected and agenda items added, with fields for what is to be discussed, who will be speaking, and the time allotted. This running sheet can then be sent out for review if needed.
Optional Settings:
Setup Based on Previous Meeting
A variety of optional settings are available, such as the “Setup Based on Previous Meeting” section, which allows users to copy the details and agenda from another meeting, rather than having to start from scratch.
Link with Other Nimblex Solutions
If an organisation has another Nimblex solution, the “Link to Entity” panel allows users to link the meeting to a record from that solution, so it will appear in both systems and the information shared.
Repeat Occurrences
If the meeting is to reoccur in the future, the Frequency panel provides options to schedule the reoccurring dates and times.
Minutes, Actions and Risks
The minutes keep track of who attended, reasons for not attending, and detailed minutes recorded against each agenda item.
Any actions or risks can also be added and assigned to the relevant users.
Once finished, the minutes, including any attachments, can be emailed out to the attendees and anyone else who needs to be kept in the loop.
Actions can be tracked from the main dashboard where you can see the statuses, priorities, who is responsible, etc.
Tasks can also be managed from the system and details added using the Notes panel, with updates being shared via email.
Save time with low-code.
Nimblex solutions are built using low-code development, which offers:
Integrations.
Nimblex offers a number of options for integrating your business management software with other software solutions:
