First Look Meeting Homework

This article outlines the First Look Meeting homework assigned during Agenda and Meeting Management Select (formerly CivicClerk) implementation projects. New customers should expect to complete these steps after their First Look Meeting and before their Administrator Training.

Important Notes

• Not all steps will apply to all customers.
• If you have questions, search for your topic in our Help Center or bring the questions to your next training engagement.

First Look Meeting Homework Tasks

1. Create a sample event
2. Create a sample agenda
3. Add at least one agenda item
4. Add at least one attachment
5. Add at least one comment and/or add at least one task
6. Generate and publish an agenda and packet
7. Submit the User Worksheet to your Implementation Consultant
8. Prepare and submit feedback or questions to your Implementation Consultant and Project Manager

Resources

• Customer Work Expectations