Meeting Agenda using forms.

Answers

  • We have a weekly cadence for our staff meeting and anyone can submit agenda items via the form. We've come across an issue where dates and agenda items are so scattered its difficult to find the next available time slot. Has anyone figured out how to implement a filter to identify the next available slot?

  • Brian_Richardson
    Brian_Richardson Overachievers Alumni

    That depends a lot on how you've set this up. At the basic level, though, you could have a simple checkbox that looks to see if something is already populated in the agenda column, and if it's blank then the checkbox is checked. Then, have a report that you do the assignments in, that filters for just the checked items (the open slots).

    BRIAN RICHARDSON | PMO TOOLS AND RESOURCES | HE|HIM

    SEATTLE WA, USA

    IRON MOUNTAIN