Adding your first meeting

After registering and logging into Improval you will be taken to the dashboard with a link to Add your first meeting.

You will be asked for the date and time as well as a question on times and location.

Using times refers to formal agendas where you want a specific time allocated to each agenda item. If this doesn't apply just leave it unchecked.

After saving you will then be asked whether you wish to add a formal agenda (apologies, minutes review, inidividual agenda items) or just notes of what was discussed. Regardless of the choice here it doesn't limit your meeting later. For example you can add agenda items if you select the notes option and vice versa.

If you select the formal agenda option you will then asked what standard agenda items to include

On the screenshot below all options have been left checked and saved.

You have now created your first meeting. From here you can:

  • Add new agenda items
  • Edit agenda items
  • Reorder agenda items simply by drag and drop
  • Add attendees
  • Share the agenda
  • Record minutes & actions
  • Make this into a meeting series with further meetings

And much more. We recommend exploring the system as we have tried to make it easy to use but if anything isn't clear please don't hesitate to get in touch.