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How do I review a meeting?

I can't mark my actions as complete until I have 'reviewed' the meeting. How do I do this?

Matt V avatar
Written by Matt V
Updated over a week ago

What are meetings?

Hopsy's business meeting functionality allows area managers to share the notes and follow up actions from meetings that have been held. Hopsy then summarises actions due across all meetings into a convenient list, allowing you to manage these through to completion.

All meetings must be 'signed off ' by you after submission, and this must be done before you can mark your actions as complete.


How do I know when I must review a meeting?

When your area manager submits a meeting for your review, you will be notified in several ways:

  1. A new notification on your 'bell icon' upon logging into Hopsy.

2. An email informing you that a meeting has been submitted for your review.

You can click the links on these notifications to directly access the meeting notes.


What if there are multiple meetings?

Your meeting dashboard can be found by clicking your name, and selecting 'Meetings'. Here, at the index, meetings yet to be reviewed are clearly displayed in a separate section.

Click 'Review Now' to access, and review.


'Reviewing' a Meeting

If you are happy that the content is an accurate representation of what was discussed, scroll to the bottom, and click 'Sign Off Meeting'.

Provide a signature and hit 'Confirm'.

Please note: If you are unhappy with the notes and would like any changes to be made, the 'Request Changes' button can be used to make this request.


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