Project Meetings Made Easy

Brandi Johnson

Oct 14 2015 3 min read

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. The details from these meetings are important documentation that relate to the project. Cloud Coach, along with Productivity Fox, make it easy to manage these meetings, and connect the meeting back to the project.

Creating a Meeting from a Project
You can quickly create a new meeting from a project by clicking the new meeting button on the project object page.

Project Meetings Made Easy Create New 1024x305

When you create a new meeting, the Productivity Fox meeting interface opens. From here, you can set your meeting objective, and agenda, and invite attendees. The meeting is already associated with your project.

Project Meetings Made Easy Create New PFox 1024x531

During the meeting, add meeting minutes and action items. Your meeting participants can see the minutes and action items in real time. All of these details are saved within the meeting record – which you can access from the project screen.

Project Meetings Made Easy Add Minutes 1024x653

You can also email the minutes of the meeting to your attendees or other stakeholders.

Project Meetings Made Easy Email Minutes 1024x738

After the meeting is over, follow-up on action items with just a few button clicks, rather than sending dozens of emails.

Project Meetings Made Easy ActionItem Follow Up 1024x241

Productivity Fox meetings are not limited to just Cloud Coach projects. As a Cloud Coach subscriber, you can run any meeting in your organization using these meeting tools. From HR department meetings to requirements gathering with new clients, using Productivity Fox meetings helps make it easier for you to keep track of your daily work.

Learn more about Productivity Fox Meetings

AUTHOR

Brandi Johnson

Related Articles

Feature of the Month: Scenario Planning

Scenario planning is a strategic management tool, which is essential for professional services teams and  organizations looking to anticipate and...

Christian Langley

Mar 28 2024 3 min read

Want to see Cloud Coach in action?

Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.

See Cloud Coach In Action

Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.