Use & manage the Meeting module
The Meetings feature lets a project team capture attendees, write structured minutes, link follow-up tasks, and publish or sign a formal record of a meeting, directly inside a CxPlanner project instead of a separate document. This page covers turning the feature on, creating and continuing a meeting series, editing minutes and participants, and publishing and signing a meeting.
Turn on Meetings for a project
- Ask your CxPlanner administrator to enable the Meeting plugin for your company. Only a CxPlanner backend administrator can do this step.
- Open the project and go to Project settings.
- Find the Meetings toggle and turn it on. This step requires project role Admin.
- Save project settings. Meetings appears in the project sidebar.
Who can do what in Meetings
Action | Who can do it |
|---|---|
Enable the Meeting plugin for a company | CxPlanner backend administrator only |
Turn on Meetings in project settings | Project role Admin |
Open Meetings, create, continue, edit, publish, reopen, and manage participants | Project role Manager or higher |
View meetings and sign a published meeting | Project role Contractor or higher, with project meeting acces |
Create a meeting
- Open Meetings from the project sidebar.
- Click New meeting.
- Enter Name and Date. Both are required. Optionally set Type, Category, Status, and a recurrence.
- Optionally choose Base on existing meeting to continue a previous meeting - this copies the header and participants into a new draft instead of starting blank.
- Click Create. The meeting editor opens.
CxPlanner numbers each meeting sequentially within the project, and within its type when meeting types are used. Type and Category are optional, project-specific lists - if your project doesn't have any yet, ask a project manager to set them up for Meetings.
In the meeting editor, you can add participants, link tasks directly to the meeting, and use CxAI to generate a summary and help you focus on what matters.
Add participants
Find the Participants section in the meeting and click Add participant.
Link tasks to the meeting
Use Add task in the meeting editor so the task has a direct link to the meeting.
Generate a summary with CxAI
Use CxAI to generate a summary of the meeting and help you focus on what needs attention.
If Meetings doesn't appear in the sidebar
Confirm the company has the Meeting plugin enabled and the project's Meetings toggle is on in Project settings. Refresh the page after saving project settings.
If you can view meetings but can't create or edit them
Creating, editing, publishing, and managing participants require project role Manager or higher. Ask a project admin to raise your role.
If saving fails or your edit is rejected
Another user may have updated the meeting at the same time, or the meeting is already published or signed. Reload the page, or use Reopen to draft if you need to edit a locked meeting.
If the Sign meeting button is missing
Signing only becomes available once a meeting is Published. Publish the meeting first, then use Sign meeting.
If a task doesn't appear under the meeting
Only tasks created with Add task inside the meeting editor are linked to that meeting. Tasks created elsewhere, even in the same project, aren't listed here.
Updated on: 08/05/2026
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