Please note this feature is only available for Pro Plans and Connect Plans in Beta Mode. If you like to switch this on, please contact support@tidyhq.com
We've rebuilt Tidy Meetings from the ground up with a fresh new interface and real-time collaboration tools. Watch the tutorial video below, or scroll down for step by step instructions:
Video Walkthrough
What's New in Tidy Meetings
Redesigned Interface
The new Tidy Meetings experience features a completely rebuilt interface that prioritises collaboration and ease of use:
Visual Improvements:
Cleaner agenda layout - Better organised with expandable agenda items
Enhanced navigation - Streamlined menu structure and intuitive controls
Real-time indicators - Visual cues showing when others are editing
Core Functionality Enhancements:
Multi-user agenda editing - Multiple team members can work on agendas simultaneously
Live auto-save - All changes save automatically as you type
Agenda notes system - Add preparatory notes and context to agenda items
Streamlined meeting flow - From agenda creation to minute finalisation
Setting Up Your Meeting Agenda
Go to Meetings > New Meeting to access the new agenda builder. Select Use a Blank Meeting or Use a Template.
Creating Agenda Items:
Add agenda items
Add agenda notes directly to each item for context and preparation
Set category types (For Noting, For Discussion, For Action) with improved categorisation
Assign team members to specific agenda items
Assign time to each item
Add attachments to each agenda item (e.g. President's Report)
Use the toggle to create sub-agenda items or move agenda items
Multi-User Agenda Editing
Collaborative Access:
Multiple users can edit the same agenda at the same time
To enable collaboration:
Open your meeting from Meetings > Upcoming Meetings
Click Edit Meeting to access the agenda
Other team members will display when they're making changes
All changes sync in real-time across all devices
Adding Notes to Agenda Items
Each agenda item now supports comprehensive note-taking capabilities:
Agenda Preparation Notes:
Click on any agenda item where it says Record Notes here
Add preparation notes in the dedicated notes section
Notes are visible to all meeting participants and collaborators
Types of Notes You Can Add:
Background context - Relevant information for discussion
Key questions - Important points to address during the agenda item
Reference materials - Links to documents or previous discussions
Expected outcomes - What should be achieved from this agenda item
Real-Time Collaborative Minutes
Live Meeting Minutes
The new minutes system revolutionises how teams capture meeting outcomes:
Starting Your Meeting Minutes:
Go to Meetings > Upcoming Meetings
Click View Details for your meeting
Click Start Meeting to open the new collaborative interface
Real-Time Collaboration Features:
Multi-user editing - Multiple people can take minutes simultaneously
Auto-save functionality - Changes save automatically every few seconds
Live synchronisation - See other editors' changes in real-time
Create Tasks in your Meeting Minutes
During the meeting, you can assign tasks directly to your team members allow with the time and additional attachments get be added as well.
Go to Action Items and Type the Action item
Click Assign and search for a member
Click the member and then add the date and optional attachment
The action items will be sent as a notification to the team members once the meeting has been finalised.
Draft Minutes to Finalise Minutes
New Draft Minutes Feature:
Once the meeting is finished click done. Your meeting minutes will sit in a draft mode until you select the finalise button. To finalise the Meeting click Finalize Meeting
A pop up display will ask you to finalise and send tasks. This will convert drafts to final approved minutes, lock the meeting to stop further editing.
This meeting will now be locked and tasks will be sent to your team members. You can now share the meeting minutes by clicking Share Minutes