Help Center Meetings Guide Create A New Meeting

Create A New Meeting

Meetings in Omana’a are designed to streamline the process of scheduling, organizing, and conducting meetings, whether they are in-person or virtual. From setting agendas to recording minutes. Once you click on the “New Meeting” button from anywhere:
  1. Fill in the basic information such as Title, Start Date, Meeting type, Quorum type, Workspace, and Description.
  1. Invite Participants
    1. Clicking on “Add” on the top right corner of the member box
    2. Click on “Participants
    3. Select members
    4. Once you select users click on the “Add” button
  1. Invite Guests1
    1. Clicking on “Add” on the top right corner of the member box
    2. Click on “Guests
    3. Fill guest information
    4. Once you select users click on the “Add Guest” button
  1. Invite Reviewers
    1. Clicking on “Add” on the top right corner of the member box
    2. Click on “Reviewers
    3. Select members
    4. Once you select users click on the “Add” button
  1. To assign the meeting role to performers, for more information see Assign Meeting Roles
    1. Click on the “Meeting Viewer” button on the far right of the user’s name
    2. Select role
  1. To create a private meeting where no one can view unless the participates
    1. Checked the “Private meeting” checkbox to restrict the meeting from being accessed by anyone even the Administrator
  1. Once you have filled in all the meeting information, click on the “Create meeting” button to create the meeting.
  1. Otherwise, click on the “Cancel” button to exit from the meeting creation page and the meeting will not created at all
  1. The guest can add it after the meeting is created only ↩︎

If you can’t find the solution you’re looking for, don’t hesitate to reach out to us for assistance!