Scheduler

The Scheduler prepares the agenda document and sends the calendar invite for the meeting.

Tasks

Within 24 Hours of Prior Meeting

• Visit the shared document folder.
• Right-click on the 20YY - MM - DD template file.
• Select Make a copy.
• Replace MM and DD in the document name with the two-digit month and day of the upcoming meeting.
• Open the document and follow the steps in the Do these things to set up this document section.

• Update the calendar invite for the next meeting to add:

  • Write-enabled link to the agenda document.
  • Role assignments and agenda detail summary.