Follow Up option in the LiveLink allows the meeting organizers to add Follow Up items in a new widget that opens to the left of the main widget.

 



  • Clicking on the 'Select User to assign' field will list all the invitees of the meeting, allowing the  meeting organizer to pick one or more users for the follow-up item being created. To add the click on the 'Enter Follow Up Note' field/click & hold on the 'mic' icon and dictate the text which gets added to the field


 



  • The 'Add' button will allow the meeting organizer to add the Follow up item. It gets added to the grid and is displayed as shown.



  • The added Follow-Up item has the following details:
  • 'Name of the Agenda Item' - Name of the agenda item to get a quick understanding as to which agenda item the follow up item is added to.
  • 'Timestamp' when the follow up item was added during the call in Hours and minutes
  • Follow up Notes - Organizer can add notes by keying in from the keyboard or from the microphone by holding down the mic button and dictating the notes.
  • 'Assigned to' Label and the assigned person along with his icon and name as shown Note: Assigned to Label is displayed only when a person is assigned to every follow up item.
  • Resolve / Complete - Displayed to all attendees of the meeting. Clicking on this will set the follow up item to Resolved.
  • Delete - Displayed only to the organizer allowing to delete the follow up item 


  • Once a Follow Up item is added, the follow-up item icon on the agenda item tile turns blue, indicating that the agenda item has one or more Follow-Up items added.



  • Once a Follow Up item is resolved by any of the attendees, the icon/name of the user is updated under the 'Resolved By' label as shown.



Resolved follow-up item




Non-organizer / attendee


  • Attendees will just see the Resolve button and not the Delete button, allowing to resolve a Follow Up item by clicking on the button



Device Screens - Follow Ups


Follow Up Item Option: 

The functions remain same as on the Desktop Version


 



Assigning & Adding a Follow Up: 

The functions remain same as on the Desktop Version


 




Resolved Screen:

The functions remain same as on the Desktop Version


 




Phone Screens:

Follow Up Item Option: 

The functions remain same as on the Desktop Version




Assigning & Adding a Follow Up: 

The functions remain same as on the Desktop Version



Resolved Screen:




LiveLink


How To ?

How to access LiveLink

How to kick off a LiveLink

How to Access LiveLink - Agenda

How to Invite Users to a LiveLink

How to view previous sessions in LiveLink

How to Access LiveLink Videos Folder in Drive

How to create a Group in LiveLink

How to LiveChat a Team Member

How to LiveLink a Team Member

LiveLink Calendar Access

LiveLink - Follow up

LiveLink - Summary Notes

LiveLink - Agenda

LiveNote


Live Collaboration

What are Streams?

How To View Streams

How To Search for Specific Data in Streams

How To View Comments

LiveChat 

What is the LiveBar?





Last Updated: Sep-13-22