To access the Meetings Log, navigate to Admin > 1:1s & Meetings > Meetings Log.
Who can see the Meetings log?
Admins will have access to the company's adoption and log views.
Managers can view their team's adoption and log views on the Reporting page.
Managers of Managers can view their direct and indirect reports' adoption and log views on the Reporting page.
Employees with custom role permissions can view their assigned group's adoption page.
What information is available in the Meetings tab?
The Meetings tab lists individual and group meetings among all participants within the organization. The following is available:
Date: The date and time a meeting occurred
Attendees: The employee(s) who attended the Meetings.
Organizer: The name of the employee who created the meeting
Agent: If the Lattice AI Agent is enabled for the Meetings, see whether the Agent did or did not attend.
Meetings tab: Filters
Available filters:
Attendee
Export Meetings data
Admins can either export the Meetings Log or Agenda & Notes Log as a CSV:
Navigate to Admin > 1:1s & Meetings > Meetings Log.
Select Download CSV and choose from:
Meetings Log: Includes Meeting time stamps and time zone, attendees, attendees' email, attendees count, type, agenda, and action items
Agenda & Notes Log: View agenda item status and notes