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Managing my meetings....

How can BDM's manage meetings conducted?

Matt V avatar
Written by Matt V
Updated over 2 years ago

Your meeting index in Hopsy now displays all meetings chronologically in one easy list.

The 'Review Status' column replaces the tabs across the top and clearly displays what stage

  • Scheduled - A meeting you have planned but have not yet submitted.

  • Awaiting Review - Submitted for review but not yet signed by the meeting reviewer

  • Review Overdue - More than 3 days has passed since you submitted the meeting for review and it is yet to be signed by the reviewer

  • Reviewed - A signature has been captured

You can use the 'Review Status' selector on the left to filter out meeting states that you don't want to look at.


  • The 'Actions' that you have set as part of your meetings are also now detailed separately to the review status.

  • You can use the 'Action Status' filter to search for meetings with incomplete actions, independent of the status of review.


In addition, the filters on the right hand side allow you to look at a particular venue and/or meeting owner.


The 'Topic' filter allows you to list all meetings that contain a particular topic of discussion.


For more learning:

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