(click on a topic, or scroll onward…)
· Do I have to fill in every box? I don’t need all this stuff.
· What if my meeting doesn’t fall neatly into one of these types?
· Can I create my own meeting types? Some of these sections or prompts don’t work for me.
· This is just for short meetings, right?
· How do I see a list of all the action items I have due?
· How would I use the In-Progress/Completed buttons?
· How do I rearrange items in a list?
· Is my data backed up? If so, where?
· How do I see which items are associated with each of my agenda items?
· What are the Quick Guides for? And the sample meetings?
· On the iPad, how do I limit the view to a specific item? I don’t want to see all these other things.
· How can I send an action item to the person responsible for it?
· Does it synch between the iPad and the iPhone?
· Are you going to have a web version or Mac app?
· How about versions in other languages?
· Can I include attachments?
Do I have to fill in every box? I don’t need all this stuff.
No, you don’t have to fill out every box — in fact, you don’t have to fill in anything. If you only use Peak Meetings for the Quick Guides and a reminder to set a goal for your meetings, you’ll be doing better than the majority of people leading meetings. The app does not require a strictly linear process, so how you use it is completely up to you. [top]
What if my meeting doesn’t fall neatly into one of these types?
It’s not unusual to have a couple different themes to one meeting. If so, approach your meeting as two or three meetings combined into one, then choose the appropriate meeting types for each section. You will end up with two or more meeting files, but splitting up the overall meeting like this will allow you to be clearer about the goal for each part. This will lead to a more efficient and effective process. [top]
Can I create my own meeting types? Some of these sections or prompts don’t work for me.
That capability is coming before the end of the year. You will still be limited to five sections, including the Profile and Actions sections (which you won’t be able to change; they’re critical to every meeting). But you will be able to label your meeting type and specify the section headings and the special prompts for each section. [top]
This is just for short meetings, right?
Peak Meetings works well for longer meetings (or loooooooong meetings), as well. The overall format still applies, but you will spend more time working on the specifics in each section. For example, you’re likely to get into great detail with the prompts like Pros and Cons. A meeting shouldn’t be defined by its length but from what people have accomplished by the end of the meeting. And having a short, concise structure to guide you is invaluable, even for (gulp!) an all-day meeting. Peak Meetings gives you that structure. [top]
How do I see a list of all the action items I have due?
Tap the folder icon, which brings up a list of all your meetings. At the bottom of the list is a set of choices or filters, one of which is “Due”. Tap that and you’ll get a list of all your action items for which a Date Due has been specified. These are listed by date, in descending order. [top]
How would I use the In-Progress/Completed buttons?
When you first create an action item, it is presumed to be “in-progress”. Once you have completed that item, you can leave it as it is, delete it, OR you can tap the “Completed” button. When you do that, a checkmark is added to the start of the description for that item. You will see that when you look at the list of action items for a given meeting. You will also see it when you look at a list of all action items with due dates (mentioned just above). [top]
How do I rearrange items in a list?
In every panel or screen where you see a list, you will find an Edit button in the upper right corner. If you tap that, a red circle appears to the left of each item, in case you want to delete any of these items. At the same time, you will see three gray bars to the right of each item. If you press and hold one the bars on the right of an item, the item seems to lift it up and you can then move the item to wherever in the list is appropriate. [top]
Is my data backed up? If so, where?
Your meeting content is backed up every time you synch your iPad, iPhone, or iPod touch with iTunes. And soon, we will also have a “cloud synch” option. [top]
How do I see which items are associated with each of my agenda items?
First, you need to create those associations. Tap the link icon in the navigation bar at the top of each item. You will see a list of all the agenda items you have entered; tap the appropriate agenda item. THEN, go to an agenda item and tap the “Agenda View” button. That will filter or limit the items in each section to only those linked with that agenda item. (Coming in v3.0, due in early August.) [top]
What are the Quick Guides for? And the sample meetings?
The Quick Guides give you a fast view of what each meeting type is like, and include a description of when or how to use each type. They’re great aids in choosing a meeting type. The sample meetings, via a button at the bottom of each Quick Guide, show how someone might use that type. Meanwhile, if you have to dash into a meeting and haven’t had the luxury of time to prepare, the Quick Guides are a terrific reference for what you should cover. [top]
On the iPad, how do I limit the view to a specific item? I don’t want to see all these other things.
Tap the VIEWS button in the upper left corner. Then select “Details + Notes” (formerly known as “Element + Notes”). This will give you a split-screen display, with a list of your notes on the right side and Profile pane on the left. The right side will stay as notes, either the list or a specific note you might be working on. On the left side, you can drill down as far as you want. To switch from the Profile pane, tap one of the section icons that have appeared next to the VIEWS button. [top]
How can I send an action item to the person responsible for it?
Tap the “Share” button next to the name of the person/people responsible for that item. The app will send that item via email. This is useful either when you want to control access to the complete meeting data, or if you add action items after you’ve already sent out the meeting minutes and want to send only new items. (Coming in v3.0, due in early August.) [top]
Does it synch between the iPad and the iPhone?
Not yet, but that’s coming. And most likely in a couple flavors, once the web version arrives (see next item…) [top]
Are you going to have a web version or Mac app?
We’re already working on a web version (but please be patient). It will, of course, synch with the iDevices, and do lots of other really cool things. As for a Mac app version, the jury is still out. Wanna vote? [top]
How about versions in other languages?
Not yet, but we’re planning on it. The first two will be German and Italian. [top]
Can I include attachments?
Not yet, but that’s coming. [top]
Got other questions? Or ideas about how to make this powerful app even better? Contact us — we’ll get back to you quickly. Some of our best enhancements have come from the community of Peak Meetings users!