Meetings & Activities

Overview

For compliance purposes, it is essential to document all meetings and activities related to data protection. The Meetings and Activities page provides a clear overview for this purpose.

The page categorizes your meetings and activities into All, Active, Draft, Inactive, and Review.

To add a new meeting or activity, click Create.
To edit an existing entry, click on it to open the management page.

Creating a new Meeting or Activity

As with every element, you can manually create a meeting or activity or download a shared one from the organization. This guide focuses on manual creation. To learn more about downloading an element, read the corresponding guide.

Click Create and select Create Meetings and Activities. Enter the required information:

Select the responsible person and set the status.
Enter a name.
Choose the type: This could be a Note, Meeting, Decision, Email, or Review & Messages from data protection authority. You can create new types if needed by typing into the field.
Specify the participants.
Set the date and time.
Add notes if needed.
Click Save after entering all necessary information.

Managing existing Meetings or Activities

General

The General tab shows you all the information provided when the meeting or activity was created. By clicking the Edit button, you can change that information.

As with most elements, you may write notes by clicking the Notes button on the right or manage its Access and Sharing by clicking the three horizontal dots in the top right corner.

Click on the blue menu icon at the top left to expand or minimize the menu.

Tasks and Documents

In the respective tabs, you can:

Add tasks to address pending issues.
Upload documents created in connection with the meeting or activity, such as email correspondence.

For more details, refer to the Tasks or Documents & Policies guides.

Workflow

The Workflow tab lets you view required actions or trigger a new workflow.