Meetings
Overview: Meetings
Last Updated: May 29, 2026Meetings Module Overview The Meetings module is where teams manage, organize, and run recurring meetings in Propel. It serves as the central location for meeting agendas, scorecards, initiatives, tasks, resources, and accountability. Understanding Meeting Series When you open the Meetings module, you’ll see a list of the meeting series you attend or have access to....
What is a Meeting Series?
Last Updated: May 12, 2026Understanding Meeting Series A Meeting Series is a collection of recurring meetings that happen between the same group of attendees on an ongoing cadence inside Propel . Instead of creating separate meetings every time you meet, the Meeting Series keeps all meeting-related information connected in one place. What Is a Meeting Series? A Meeting Series...
Creating A Meeting Series
Last Updated: May 29, 2026Creating a Meeting Series Meeting Series are the foundation of collaboration and accountability within Propel. A meeting series brings together a group of people who meet on a recurring basis and keeps all meeting content, initiatives, scorecards, tasks, resources, and discussions organized in one place. Creating a New Meeting Series To create a meeting series:...
Editing A Meeting Series
Last Updated: May 29, 2026Editing a Meeting Cadence Meeting cadences can be edited at any time by the owner of the meeting series. This includes changing recurring schedules, adding new cadences, creating one-time meetings, moving individual meetings, or canceling specific meeting occurrences. Before You Begin Only the owner of the meeting series can edit meeting cadences. If you do...
Adding A Cadence To An Existing Meeting Series
Last Updated: May 29, 2026Adding and Managing Meeting Cadences Meeting cadences allow you to schedule recurring meetings within an existing meeting series. Instead of creating multiple meeting series for the same group of attendees, additional cadences and one-time meetings can be added to keep all work, communication, tasks, initiatives, and resources organized in a single location. Before You Begin...
Adding A Participant To A Meeting Series
Last Updated: May 29, 2026Adding Participants to a Meeting Series Before adding someone to an existing meeting series, it’s important to determine whether they truly need access to the meeting series and its contents. When a participant is added to a meeting series, they gain visibility into the information associated with that meeting, including: Because of this, you should...
Adding a one time meeting to a meeting series.
Last Updated: May 12, 2026Adding a One-Off Meeting to a Series Sometimes you need to meet outside your regular cadence. Propel allows you to add one-time meetings to an existing meeting series without disrupting the normal schedule. Step 1: Navigate to Meetings Step 2: Select the Meeting Series Step 3: Add a One-Time Meeting Step 4: Enter Meeting Details...
How Do I Delete A Meeting Series
Last Updated: May 29, 2026Archiving and Restoring a Meeting Series If you no longer need a meeting series or accidentally created one, you can remove it from your active meetings by archiving it. Propel does not permanently delete meeting series. Instead, meeting series are archived so that important historical information remains available if needed in the future. Why Meeting...
Where Do I Add The Meeting Agenda?
Last Updated: May 29, 2026Where Should I Put My Meeting Agenda? A common question is: Where do I put my meeting agenda in Propel? The answer is that your meeting agenda is already built into the meeting structure. When you open a meeting series, the navigation bar across the top serves as your meeting agenda and guides the flow...
My Meeting Timezone Is Incorrect
Last Updated: May 29, 2026Fixing Incorrect Meeting Time Zones If your meeting times are displaying incorrectly in Propel, the most common cause is that your personal time zone has not been configured correctly in your account settings. Propel uses your user profile’s time zone setting to display meetings throughout the platform. Updating Your Time Zone To update your time...
Can I invite a guest participant to a meeting?
Last Updated: May 12, 2026Adding Guest Participants to a Meeting Series Before you add a guest, it’s important to understand what this means for access and security. What Happens When You Add a Guest This means they’ll see all documentation stored in that series—not just what you plan to show. Option 1: Add Them Directly Use this method sparingly,...
Setting Your Defualt Meeting Link
Last Updated: May 29, 2026Setting a Default Meeting Link Propel allows you to set a default meeting link so that new meeting series automatically use the same virtual meeting location. This is especially useful if you use a recurring personal meeting room in platforms such as: Using a default meeting link helps keep meetings consistent and reduces the need...
Keeping Meeting Links Synced Between Your Calendar and Propel
Last Updated: May 29, 2026Keeping Meeting Links Synced Between Your Calendar and Propel To ensure your video meeting links remain consistent between your calendar and Propel, there are two recommended approaches. Option 1: Set a Default Meeting Link The easiest way to maintain consistency is to set a default meeting link in your user settings. Many video conferencing platforms,...
Does Propel Your Business send a calendar invite to meeting participants’ Google or Outlook calendars?
Last Updated: May 29, 2026No, Propel Your Business does not send meeting invites to participants’ calendars. You need to send the invite directly through your calendar.