ANTE User ManualRun Team Meetings
Take one meeting through its whole life: scheduling it with an agenda, running the live session, turning decisions into real tasks, ending it so open items carry over, and locking the minutes for everyone to review.Before You Start
You need the Governance access permission to open Meetings. Two other things are worth having in place first:
- The people you want to invite must exist as employees, since participants are picked from your company's people — see Employee Records.
- At least one project, if you expect to raise issues. An action item can be filed without a project, but an issue requires one — see Project List.
Action items created in a meeting become real tasks in the Task module, so what you decide here shows up in people's work queues — see My Tasks.
Go to Governance → Meetings. Meetings are grouped into Upcoming (Scheduled or In Progress) and Past (Completed or Cancelled), and within each heading by day — Today, Tomorrow, Yesterday, and so on.
Four cards across the top count your active meetings: Total Meetings, In Progress, Scheduled, and Completed. The Active and Archived tabs separate your working list from meetings you have put away, and the category, status, and search filters narrow whichever tab you're on.
Each row shows the time, title, category, attendees, how many action items are done out of the total, and a status badge — enough to see at a glance which meetings left work behind.
- 1New Meeting — schedule one from scratch or a template
- 2Summary cards — active meetings by status
- 3Archived — meetings put away, still fully readable
Click New Meeting. If a saved template fits, choose it under Use template — it fills in the title, category, agenda, and default participants for you. Otherwise start blank and fill in:
- Title — required.
- Category — pick one, or type a new name to create it.
- When and Location — the location is free text, so a room name or a video link both work.
- Participants — required, and this list also limits who can be assigned an action item later.
- Agenda — click Add item for each topic and give it a title and a number of minutes. At least one agenda item is required.
Click Schedule Meeting and you land on the new meeting's page. If this setup is one you'll reuse, click Save as Template before submitting — it stores the title, category, agenda, location, and participants, but not the date.
For a meeting that repeats, use Manage Series instead. A series carries a default agenda and participant list, and each occurrence pulls over the open action items and issues from the one before it.
Open the meeting from the list. While it is Scheduled the header offers Start Meeting — and Reschedule meeting if plans change. Starting moves the meeting to In Progress and takes you into the live session; everyone else opening the meeting now sees Join Live Session.
Attendance takes care of itself: opening the session is joining. The avatar stack in the session topbar counts how many of the participants are here, and clicking it shows who is Here, Away, and Not yet here, with the time each person joined. There is no check-in to run by hand.
The session page puts the agenda down the left, the current topic in the middle, and the follow-up work on the right. The centre shows Discussing now: with the topic and a timer against its planned minutes; Mark done closes it and moves focus to the next pending item, and Skip to next moves on without closing it.
Everything discussed goes in the stream at the bottom. The composer has two modes: Note for ordinary minutes, and Question to ask anonymously — an anonymous question stays unattributed until enough participants click Vote to reveal author. Press Enter to send, Shift+Enter for a new line.
Notes attach to whichever agenda item is in focus, which is what makes the minutes readable afterwards. If a topic from last time is still open, it appears in the agenda flagged as "Not discussed last week".
In the session's right-hand Tasks tab, type into Add action item… and press Enter (or click +) to open the New action item dialog:
- Action item — what has to be done.
- Assignees — required, chosen from the meeting's participants. You can name several people; that stays one task shared between them, not one task each.
- Project — optional.
- Due date — quick chips from Today to In 1 month (it defaults to In 1 week), or Custom for a specific date.
Click Add and the item is created as a real task in the backlog, with the due date and project you chose. Clicking the row later opens the full task detail dialog, and the status you see on the meeting follows the task: it reads Done once the task is completed.
Deleting an action item deletes the underlying task with it. The confirmation says so — if you only want it off this meeting, reassign or reschedule the task instead of deleting it.
- 1My Tasks — everything assigned to you, meetings included
- 2The task itself — open it for the full detail
- 3Due date — the date chosen on the action item
Use the Issues tab for problems that need tracking rather than a single action. Pick a project (required here), describe it under What's the issue?, set a priority — Low, Medium, High, or Critical — and click Raise Issue. Each issue shows its code, project, and who raised it, with a Resolve button while it is still open.
If the series carried items over, a From previous meetings tab lists what is still open from last time. Pull one item across with its arrow, or take the lot with Carry all — a carried item is the same task moving forward, not a copy.
Click End Meeting and confirm. The meeting becomes Completed, and open action items and issues carry over to the next meeting in the series. If the meeting belongs to a series, the Schedule Next Meeting dialog opens straight away — pick a date and the title, agenda, participants, and category come across from the series.
The meeting page now shows an Outcomes card counting action items created and still open, alongside issues raised and still open. That is the honest measure of whether the meeting produced anything.
On a completed meeting, Upload Minutes appears in the header. Drop in a PDF, Word document, text file, or a photo of handwritten minutes (up to 20 MB) and click Extract. It takes roughly half a minute to a minute.
The result panel reports exactly what it did — whether the Meeting summary was updated, how many Action items created and Issues raised, how many Attendees marked present, and how many Agenda items closed. Action items it finds become real tasks, just like the ones you added by hand.
Read what came back before you move on. The extraction is a first draft — you can edit or remove anything it got wrong, and doing it now is much easier than unpicking a wrong task a week later.
When the record is ready, the meeting's creator clicks Lock minutes. That opens a review window — optionally with a Review deadline — and the Minutes review card starts counting how many participants have approved, want corrections, abstained, or are still pending.
Each participant clicks Submit my review and chooses Approved, Corrections requested, or Abstained, attaching corrections or clarifications that point at the summary, an agenda item, a note, an action item, or an issue. The host Accepts or Rejects each one, then clicks Finalize — which stays disabled while any correction is still pending. Unlock reopens the window and keeps everything already submitted.
Once you're finished with the meeting entirely, use Archive to tidy it out of the Active tab — it keeps the whole record, and Restore brings it back.
Where to Go Next
- Meetings — the full reference for the list, archiving, restoring, and deleting.
- My Tasks — where every action item you created lands for the people assigned to it.
- Calendar — meetings on the shared calendar alongside events and tasks.
- Create a Project and Plan Tasks — the project side of the work your meetings generate.