Every meeting in Fluid has a dashboard that forms the 'container' for a meeting. It is also often refers to as the meeting series page. The dashboard aggregates all the meeting information from all the sessions that have been held over time.

From here you can see a list of all sessions held, manage the action/decision log for the meeting - as well as how the meeting and its members are performing.

The left hand navigation offers access to each section on the meeting dashboard, with tools that make it easy to:

  • Edit your meeting details 
  • Create a new meeting session
  • Access the current session
  • PDF download of your entire meeting report
  • Export your dashboard actions & meeting analytics to excel
  • Export your meeting minutes to Word or Powerpoint
  • Bulk edit your meeting actions and decisions.

You can go directly to a section on the page by clicking on the section name on the navigation panel.

Meeting members and purpose

The top left section of the Meeting Dashboard page shows the meeting title, the meeting members and the meetings purpose. Changes to these details can be made by clicking on under Edit Meeting Detail.

From this section you can also:

Meeting Sessions

The sessions section of the page displays all the sessions for the meeting that have been held over time. 

Scroll through the months by clicking on the arrows either side of the date range.

To create a new session on the meeting click on +ADD. Only the meeting owners and/or the facilitators can create new sessions.

The following info is displayed for each session:

  • whether a session is still open or if it has been concluded and the minutes issued;

  • the % attendance for the session; and

  • the count of any overdue actions from that session

Meeting Performance Graph

Fluid is all about measuring how your meeting is performing.

The performance graph shows the current open items on each meeting member and their trending attendance over time. It is interactive so hover over a members statistics to see a count of their actions, select the legend labels to turn them on/off or click on a persons stacked column to filter the Actions and Decisions log by their assigned actions.

Actions and Decisions Log

All actions and decisions raised by the meeting can be viewed, managed and updated from the Actions and Decisions section of the dashboard. 

The highlighted sections on the actions and decisions dashboard allow you to:

Meeting Dashboard

  • Use the detailed filtering options on the left to customise your view of listed items.

  • From the top banner you can:
  • switch between the meetings open and closed items;
  • view and remove your filters; or 
  • change the ordering of the items listed.
  • Click on the summary completion status of a multi-assignee item to to expand out the view and see all the  assignees and their individual status on the item.

  • Click on an items chat icon to open the right hand panel and view all the collaboration around the item or add your own comments.

Click on the title of an item to open its dialog box. The left hand menu panel of the dialog gives you access to:

  • add checklist items

  • add or view attachments on the action

  • assign 'sub-actions/follow-on actions' to people who may need to do things in support of your activity.

  • open the items chat channel to view all the collaboration around the item or add your own comments.

  • add a unique URL for the item, making it easier to share with others.

  • allow changes that may need to be added, you're able to edit/amend the details of the action.

Action Dialog


At the bottom of the meeting dashboard page you can add any meeting documents that you need members to have access to.

Exporting to template

The left-hand panel provides access to exporting data. Build or update your templates by using the Export to Word/Powerpoint option. 

The library provides you with default templates to export your meeting actions to. By using the download option, build your own templates and upload to the documents section once complete. 

When the upload is complete, click on the "Edit Metadata" (edit pencil icon) option. 

Once your template is ready, upload it to the Documents section of the meeting page and make sure that its type is set to Actions & Decisions Template.