Meetings

Quick Answer: Meetings

Meetings is the recurring-meeting hub in My Workspace. Schedule one-on-ones, staff meetings, and general sessions on a weekly calendar, set them to repeat, and give each occurrence its own agenda and roster so everyone knows what to expect and who is attending.

Available on every plan. It works alongside Board Meetings for formal governance sessions, My Calendar where every occurrence also appears, and Video Conferencing for meetings you host online.

Plan and Run Recurring Meetings

Create a meeting with a type — one-on-one, staff, or general — then pick a date, time, and recurrence such as weekly, biweekly, or monthly. Each occurrence opens its own workspace where you build the agenda, confirm the roster, and capture notes before and after the session.

What You Can Do

• Schedule one-on-one, staff, and general meetings with a type, date, and time
• Set weekly, biweekly, or monthly recurrence — or create a one-off session
• Browse occurrences in a weekly calendar view or switch to a list
• Build agendas with public items everyone can see and private items only you see
• Keep a per-occurrence attendee roster that snapshots who joined each time
• Add shared notes any attendee can read and private notes only you see
• Attach files to individual agenda items for reference during the meeting
• Join a video call directly from the Video tab inside each occurrence

Recurrence and Series Edits

When you change a detail on a recurring meeting — title, time, roster, agenda item — AlignMint asks whether the change applies to this occurrence only, this and all following occurrences, or the entire series. Canceling one session leaves the rest of the series untouched. The roster on a recurring series sets the default for new occurrences; you can also adjust attendance on any individual session without affecting the others.

Good to Know

Board-type meetings point you to Board Meetings for full governance features such as motions, minutes approval, and board packet uploads. Use Meetings for the operational rhythm of your team and reserve Board Meetings for formal governance. All meeting occurrences also appear on My Calendar, and the Video tab connects to the same video infrastructure as Video Conferencing — it is not a separate tool.

Common Tasks

Schedule a recurring staff meeting

1. Open Meetings from the left sidebar and select New Meeting.
2. Choose Staff as the meeting type, then set the date and start time.
3. Pick a recurrence — weekly is the most common for staff check-ins.
4. Add attendees to the roster and save. Each weekly occurrence will appear on the calendar automatically.

Edit one occurrence without changing the series

1. Open the weekly calendar in Meetings and click the specific occurrence you want to change.
2. Make your edit — title, time, agenda item, or roster — and save.
3. When prompted, choose This occurrence only. The rest of the series stays exactly as scheduled.