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Adding 13.4 documentation on copying dynamic meetings (#14934)
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* Adding 13.4 documentation on copying dynamic meetings

[#53044] 13.4 Documentation: copying dynamic meetings

https://community.openproject.org/work_packages/53044

* Update README.md
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MayaBerd authored Mar 11, 2024
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43 changes: 28 additions & 15 deletions docs/user-guide/meetings/dynamic-meetings/README.md
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Expand Up @@ -13,19 +13,20 @@ Introduced in OpenProject 13.1, dynamic meetings offer easier meeting management
> **Note:** The **Meetings module needs to be activated** in the [Project Settings](../../projects/project-settings/modules/) to be able to create and edit meetings.

| Topic | Content |
| ------------------------------------------------------------ | ------------------------------------------------- |
| [Meetings in OpenProject](#meetings-in-openproject) | How to open meetings in OpenProject. |
| [Create a new meeting](#create-a-new-meeting) | How to create a new meeting in OpenProject. |
| [Edit a meeting](#edit-a-meeting) | How to edit an existing meeting. |
| [Add a work package to the agenda](#add-a-work-package-to-the-agenda) | How to add a work package to a meeting agenda. |
| [Create or edit the meeting agenda](#create-or-edit-the-meeting-agenda) | How to create or edit the agenda. |
| [Add meeting participants](#add-meeting-participants) | How to invite people to a meeting. |
| [Send email to all participants](#send-email-to-all-participants) | How to send an email to all meeting participants. |
| [Download a meeting as an iCalendar event](#download-a-meeting-as-an-icalendar-event) | How to download a meeting as an iCalendar event. |
| [Close a meeting](#close-a-meeting) | How to close a meeting in OpenProject. |
| [Re-open a meeting](#re-open-a-meeting) | How to re-open a meeting in OpenProject. |
| [Delete a meeting](#delete-a-meeting) | How to delete a meeting in OpenProject. |
| Topic | Content |
| ------------------------------------------------------------ | ---------------------------------------------------------- |
| [Meetings in OpenProject](#meetings-in-openproject) | How to open meetings in OpenProject. |
| [Create a new meeting](#create-a-new-meeting) | How to create a new meeting in OpenProject. |
| [Edit a meeting](#edit-a-meeting) | How to edit an existing meeting. |
| [Add a work package to the agenda](#add-a-work-package-to-the-agenda) | How to add a work package to a meeting agenda. |
| [Create or edit the meeting agenda](#create-or-edit-the-meeting-agenda) | How to create or edit the agenda. |
| [Add meeting participants](#add-meeting-participants) | How to invite people to a meeting. |
| [Send email to all participants](#send-email-to-all-participants) | How to send an email to all meeting participants. |
| [Download a meeting as an iCalendar event](#download-a-meeting-as-an-icalendar-event) | How to download a meeting as an iCalendar event. |
| [Close a meeting](#close-a-meeting) | How to close a meeting in OpenProject. |
| [Re-open a meeting](#re-open-a-meeting) | How to re-open a meeting in OpenProject. |
| [Copy a meeting](#copy-a-meeting) | How to copy a meeting in OpenProject (recurring meetings). |
| [Delete a meeting](#delete-a-meeting) | How to delete a meeting in OpenProject. |

## Meetings in OpenProject

Expand Down Expand Up @@ -78,11 +79,11 @@ In order to edit the title of the meeting select the dropdown menu behind the th

After creating a meeting, you can set up a **meeting agenda**.

You can add items to an agenda or directly link to existing work packages by selecting the desired option under the green **Add** button.
You can add items to an agenda or directly link to existing work packages by selecting the desired option under the green **Add** button. You can add notes and attachments to every agenda item.

![The add button with two choices: agenda item or work package](openproject_dynamic_meetings_add_agenda_item.png)

After you have finalized the agenda, you can always edit the agenda items, add notes, move an item up or down or delete it. Clicking on the three dots on the right edge of each agenda item will display a menu with these options.
After you have finalized the agenda, you can always edit the agenda items, add notes, move an item up or down or delete it. Clicking on the three dots on the right edge of each agenda item will display a menu with these options.

![Edit agenda in OpenProject dynamic meetings](openproject_dynamic_meetings_edit_agenda.png)

Expand Down Expand Up @@ -142,6 +143,18 @@ Once a meeting has been closed, it can no longer be edited. Project members with

![Re-open a meeting in OpenProject](openproject_dynmic_meetings_reopen_meeting.png)

## Copy a meeting

You can copy an existing meeting. This is useful if you have recurring meetings. To copy a meeting, click on the three dots in the top right corner and select **Copy**.

![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. Don't forget to **Save** the copied meeting.

![Edit details of a copied dynamic meeting in OpenProject](openproject_dynamic_meetings_copy_meeting_details.png)



## Delete a meeting

You can delete a meeting. To do so, click on the three dots in the top right corner, select **Delete meeting** and confirm your choice.
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