Meeting Nimbulis: Creating a Meeting –2018-09-04T14:58:28+00:00
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Creating a Meeting Nimbulis Card

There are multiple ways to create a New Meeting Nimbulis Card.

  1. Click the New + button located on the Open Nimbuli (first 5 shown) widget and select the Meeting option.

2. Click the New + button located on the Nimbuli Maintenance page and select the Meeting option.

 

3. Click the Actions Menu, select Nimbuli, and then select the New Meeting option.

 

4. Keyboard Shortcut – Alt+M

 

Step 1:

Fill out all blue fields on the New Meeting Nimbulis card and save.

  • Type – Meeting
  • Meeting Nimbulis Card Name

Can also add:

  • Tags
  • Meeting Date
  • Goals

Step 2:

  • Add a Participant to the Meeting Nimbulis Card by using the Search Field and selecting the Name when it appears and Save.
  • The Nimbulis platform remembers and recommends Participants that you have used in the past. Selecting the green + button will add the person as a participant to the Meeting Nimbulis Card.
  • Selecting the checkbox next to the participant’s name will give them Admin rights on the Meeting Nimbulis Card.

Step 3:

Once saved additional tabs will appear:

General Tab

  • View/Edit Name
  • View/Update Status
  • View/Add/Remove Tags
  • View/Add Comments

Agenda Tab

  • View/Edit/Add/Mark Covered/Reorder
  • View/Edit/Add

Participants Tab

  • View/Add/Make Participant Active/Non-Active.
  • Add or Remove Participants Admin rights.

Comments Tab

  • View/Add Comments

Tasks Tab

  • View Tasks
  • Add/Assign Tasks (Requires Admin Rights)

Links Tab

  • View/Edit/Add

My ToDos Tab

  • View/Edit/Add (Personal to the user)

Related Nimbuli Tab

  • View/Add Existing/Create New

Companies Tab

  • View/Edit/Add

Opportunities Tab

  • View/Add

Workforce Tab

  • View/Add

Jobs Tab

  • View/Add

Invoices Tab

  • View/Add

Schedules Tab

  • View/Add

Files Tab

  • Search/Add/Download/Remove

Activity Tab

  • View Activity Log

Views Tab

  • View

Statistics Tab

  • View Statistics

Catch Up Tab

  • View Catch Up Activity

Prospects Tab

  • View/Add

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