How Do I Navigate My Meeting List in OnBoard?
Navigating your Meeting List in OnBoard is simple and flexible. OnBoard provides three main navigation tools that work together to help you quickly find past, current, and upcoming meetings:
- The Meeting Roller
- The Calendar (Web Only)
- The Meeting Group Filter
| Explore the Meetings course and others in the OnBoard Administrator 101 Learning Path, on OnBoard Academy - link: Meetings |
The Meeting Roller (Right Panel)
What Is the Meeting Roller?
The Meeting Roller is the scrollable panel on the right side of the screen that displays every meeting you have permission to view.
How Are Meetings Sorted in the Meeting Roller?
By default, the Meeting Roller displays your most recent meetings at the top and older meetings near the bottom. You can change this order at any time.
To change the meeting order:
- Locate the SORT button to the right of the search bar.
- Click SORT to reverse the meeting order.
How Does the Meeting Roller Handle Today’s Date?
The Meeting Roller automatically scrolls to meetings closest to today’s date when you open it.
To return to today’s meetings at any time:
- Click Today at the top of the Meeting Roller.
How Can I Tell Past and Future Meetings Apart?
Meeting text styling helps you quickly identify timing:
- Past meetings appear in a greyed‑out font
- Future meetings appear in a bold black font
Past and Present on Tablet & Mobile
Tabs at the top of the Meetings List on the Tablet and Mobile apps let you navigate between meetings:
- Past Meetings tab appears to the right
- Upcoming Meetings tab appears to the left
The Calendar (Top Left Panel)
How Does the Calendar Help Me Find Meetings?
Available in the Web app only, the Calendar allows you to quickly jump across months and dates to locate meetings without scrolling.
What Do the Colored Dots Mean on the Calendar?
Colored dots indicate days with meetings and show which group the meeting belongs to.
- Each group you belong to has a unique color
- Colors match those shown in:
- The Calendar
- The Meeting Roller
- The Group Filter panel
This makes it easy to identify meeting types at a glance.
What Happens When I Select a Date on the Calendar?
When you select a date:
- The Meeting Roller automatically scrolls to meetings closest to that date
- If a meeting exists on that day, it will be outlined in the Meeting Roller
Can I Create a Meeting from the Calendar?
Yes. If you are an OnBoard administrator and select a date with no meetings:
- A Create Meeting button appears
- Clicking it automatically pre‑fills the meeting’s date details
This allows faster meeting creation directly from the calendar.
The Meeting Group Filter (Lower Left Panel)
What is the Meeting Group Filter Used For?
In the Web app only, the Meeting Group Filter helps you narrow down which meetings appear in the Meeting Roller by group type.
How Do Group Colors Work in the Filter?
- Each group name has a colored dot
- The color matches:
- The Calendar dot
- The Meeting Roller indicator
This ensures consistent visual identification across OnBoard.
What Does a Grey Dot Mean?
A grey dot indicates meetings where:
- You were invited directly by another user
- You were not invited through a group
How Do I Hide Meetings from Certain Groups?
To remove meetings from view:
- Go to the Group Filter panel
- Use the checkboxes next to each group
- Unchecked groups will be hidden from the Meeting Roller
FAQs
How do I quickly return to today’s meetings?
- Click Today at the top of the Meeting Roller to instantly return to meetings closest to the current date.
Why can’t I see certain meetings?
- You will only see meetings you have been granted permission to view. Group filters may also be hiding meetings.
Why do some meetings look faded?
- Meetings in the past are displayed in grey text to visually distinguish them from upcoming meetings.
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