[#59799] 15.1 Documentation: Primerised Meeting index pages https://c…

…ommunity.openproject.org/work_packages/59799

[#59799] 15.1 Documentation: Primerised Meeting index pages

https://community.openproject.org/work_packages/59799

docs/user-guide/meetings/classic-meetings/README.md

@@ -13,7 +13,8 @@ Meetings in OpenProject allow you to manage and document your project meetings,
 <div class="glossary">
 **Meetings** is defined as a module that allows the organization of meetings. The module has to be activated in the project settings in order to be displayed in the side navigation.
 </div>
-> *Note:* [Dynamic meetings](../dynamic-meetings) were introduced in OpenProject 13.1. At the moment, the Meetings module lets you create classic or dynamic meetings but please keep in mind that the ability to create classic meetings will eventually be removed from OpenProject.
+> [!NOTE]
+> [Dynamic meetings](../dynamic-meetings) were introduced in OpenProject 13.1. At the moment, the Meetings module lets you create classic or dynamic meetings but please keep in mind that the ability to create classic meetings will eventually be removed from OpenProject.
 
 | Topic                                                                     | Content                                     |
 |---------------------------------------------------------------------------|---------------------------------------------|
@@ -30,20 +31,26 @@ Meetings in OpenProject allow you to manage and document your project meetings,
 
 By selecting **Meetings** in the project menu on the left, you get an overview of all project meetings sorted by date. By clicking on a meeting name you can view further details of the meeting.
 
-**Note:** In order to be able to use the meetings plugin, the **Meetings module needs to be activated** in the [Project Settings](../../projects/project-settings/modules/).
+> [!NOTE]
+> In order to be able to use the meetings plugin, the **Meetings module needs to be activated** in the [Project Settings](../../projects/project-settings/modules/).
 
 ![Meetings module in OpenProject](meetings.png)
 
 ## Create a new meeting
 
-1. To create a new meeting, click the green **+ Meeting** button in the upper right corner.
-2. Enter your meeting title.
-3. Choose 'Classic meeting'.
-3. Enter meeting information, such as location, start date and duration.
-5. Select the meeting participants from the project members list.
-6. Click the **Create** button to save your changes.
+To create a new classic meeting, click the green **+ Meeting** button in the upper right corner and choose the respective option.
 
-![create-new-meeting](create-new-classic-meeting.png)
+![Button to create a new classic meeting in OpenProject](openproject_user_guide_create_classic_meeting_button.png)
+
+You can then specify the following:
+
+1. Enter your meeting title.
+2. Enter meeting information, such as location, start date and duration.
+3. Select the meeting participants from the project members list.
+4. Choose if you want to invite meeting participants via email after the meeting has been created (this option is disabled by default). 
+5. Click the **Create** button to save your changes.
+
+![Create a new classic meeting in OpenProject](openproject_user_guide_create_classic_meeting_form.png)
 
 ## Edit a meeting
 
@@ -61,7 +68,7 @@ You can **add participants** (Invitees and Attendees) to a meeting while being i
 
 You can see the list of all the project members under **Participants**. This list varies from project to project. If you select the field in the columns Invitees or Attendees, the selected project members will be notified automatically when an agenda or a meeting protocol is created.
 
-![participants](meeting-participants.png)
+![Edit meeting participants in OpenProject classic meetings](openproject_user_guide_create_classic_meeting_edit_participants.png)
 
 By removing the check mark you can remove project members from the meetings.
 
@@ -105,11 +112,14 @@ To add a meeting to a calendar, select the dropdown menu behind the three dots a
 
 If you have recurring meetings, such as a Jour Fixe, and want to simplify the process of creating meetings and agendas, you can **copy an existing meeting**. To do that select the meeting, open the dropdown menu behind the three dots and select **Copy**.
 
-![copy-meeting](copy-meeting.png)
+![Button to copy a classic meeting in OpenProject](copy-meeting.png)
+
+You can now edit the copied meeting details, specify if you want to copy the agenda or attachments and fine tune the participants list. Click the **Create** button to secure your changes.
 
-You can now edit the copied meeting and add the new details. Click the **Save** button to secure your changes.
+> [!NOTE]
+> All the settings will be copied, except for the minutes and meeting history. So if you want to keep the minutes as well, you have to copy them separately.
 
-> **Note**: all the settings will be copied, except for the minutes, participants and meeting history. So if you want to keep the minutes as well, you have to copy it separately.
+![Edit a copied classic meeting in OpenProject](openproject_user_guide_create_classic_meeting_copy_form.png)
 
 ## Delete a meeting
 

docs/user-guide/meetings/dynamic-meetings/README.md

@@ -41,9 +41,21 @@ The menu on the left will allow you to filter for upcoming or past meetings. You
 
 ![Meetings overview in openproject global modules](openproject_userguide_dynamic_meetings_overview.png)
 
+You can also use the meetings filters to refine the list of meetings based on the following criteria: 
+
+- **Attended user** - shows meetings that a specific user attended
+- **Author** - shows meetings that a specific user created
+- **Invited user** - shows meetings that a specific user was invited to
+- **Project** - shows meetings for a specific project (this will only be displayed in the global module view, i.e. not within a specific project)
+- **Time** - shows past or upcoming meetings
+
+![Filter the list of dynamic meetings in OpenProject](openproject_dynamic_meetings_filters.png)
+
 > [!TIP]
 > If you are interested in how the Meetings module is used by the OpenProject team, please take a look at [this blog article](https://www.openproject.org/blog/meeting-management-example/).
 
+
+
 ## Create and edit dynamic meetings
 
 ### Create a new meeting
@@ -54,27 +66,29 @@ You can either create a meeting from within a project or from the global **Meeti
 > [!NOTE]
 > Dynamic meetings were introduced in OpenProject 13.1. At the moment, the Meetings module lets you create [classic](../classic-meetings) or dynamic meetings but please keep in mind that the ability to create [classic meetings](../classic-meetings) will eventually be removed from OpenProject.
 
-To create a new meeting, click the green **+ Meeting** button in the upper right corner.
+To create a new meeting, click the green **+ Meeting** button in the upper right corner and select if you want to create a dynamic or a classic meeting.
 
-![Create new meeting in OpenProject](openproject_userguide_create_new_meeting.png)
+![Create new meeting in OpenProject](openproject_dynamic_meetings_create_button.png)
 
-Enter your meeting's title, type, location, start date and duration. You can also choose if you want to invite meeting participants via email after the meeting has been created (this option is disabled by default). 
+Enter your meeting's title, type, location, start date and duration. 
 
 If you are creating a meeting from a global module you will first need to select a project to which the meeting is attributed. After you have selected a project, the list of potential participants (project members) will appear for you to select who to invite. After the meeting you can note who attended the meeting.
 
-Click the blue **Create** button to save your changes.
+![Create a new dynamic meeting in OpenProject](openproject_dynamic_meetings_new_dynamic_meeting_form.png)
+
+Click the **Create meeting** button to save your changes. You can proceed to adding more meeting details.
 
 ### Edit a meeting
 
 If you want to change the details of a meeting, for example its time or location, open the meetings details view by clicking on pencil icon next to the **Meeting details**.
 
-![edit-meeting](openproject_userguide_edit_dynamic_meeting.png)
+![Edit a dynamic meeting in OpenProject](openproject_userguide_edit_dynamic_meeting_icon.png)
 
 An edit screen will be displayed, where you can adjust the date, time, duration and location of the meeting.
 
 ![edit-meeting](openproject_userguide_edit_screen.png)
 
-Do not forget to save the changes by clicking the green **Save** button. Cancel will bring you back to the details view.
+Do not forget to save the changes by clicking the **Save** button. Cancel will bring you back to the details view.
 
 > [!TIP]
 > If someone else edits or updates the current meeting page at the same time and saves their changes, you and all other users on the same page will be notified of this with a small banner at the top of the page. Click the **Reload** button to load the updated version of the page.
@@ -233,9 +247,11 @@ You can copy an existing meeting. This is useful if you have recurring meetings.
 
 ![Copy a dynamic meeting in OpenProject](openproject_dynamic_meetings_copy_meeting.png)
 
-A screen will open, which will allow you adjust the name, time, location and further details of the copied meeting. By default, the date for the copied meeting will be moved forward by one week from the original meeting's date. You also have an option of copying the agenda and attachments. If you copy a closed meeting, the new meeting status will automatically be set to open. Don't forget to **Save** the copied meeting by clicking the green **Create** button.
+A modal will open, which will allow you adjust the title, time, location and further details of the copied meeting. By default, the date for the copied meeting will be set to the next day. You also have an option of copying the agenda, attachments and the list of participants. You also have an option to email all participants after the meeting was copied.
+
+If you copy a closed meeting, the new meeting status will automatically be set to open. Don't forget to **Save** the copied meeting by clicking the **Create** button.
 
-![Edit details of a copied dynamic meeting in OpenProject](openproject_dynamic_meetings_copy_meeting_details.png)
+![Edit details of a copied dynamic meeting in OpenProject](openproject_dynamic_meetings_copy_modal.png)
 
 ## Delete a meeting