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AI & IntegrationsFiltering and Participants
Learn how to find specific meetings and manage meeting participants effectively.
Filtering and Searching
Use the filter buttons in the toolbar to find specific meetings.
Available Filters
| Filter | Description |
|---|---|
| Status | Show only meetings with specific statuses |
| Tags | Filter by meeting tags |
| Participants | Show meetings with specific attendees |
| Step | Filter by linked milestone steps |
| Scheduled Date | Show meetings within a date range |
Search
Use the search box to find meetings by title. The search updates in real-time as you type.
Clearing Filters
Click Reset in the filter area to clear all active filters and show all meetings.
Participants
Adding Participants
When creating or editing a meeting, you can invite:
- Individual Members - Specific team members
- Teams - All members of a team receive the invitation
- Organizations - All members across multiple teams
Participant Expansion
When you invite a team or organization, the system automatically expands this to include all individual members. The email preview shows exactly who will receive the meeting invitation.
View Options
Click the View button to customize your display.
View Mode
- List - Table view with sortable columns
- Calendar - Visual calendar layout
Display Options
- Archived Meetings - Toggle to show or hide archived meetings
- Show Tags - Toggle tag visibility in the list
Column Visibility
Choose which columns to display in the list view:
- Title
- Status
- Date & Time
- Participants
- Settings
- Access
- Related Step
Click Reset to restore default column settings, or Set default for everyone to apply your preferences workspace-wide.