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Meetings and series

Auf dieser Seite
  1. The meetings list
  2. How to create a meeting
  3. How to change attendees
  4. How to edit a meeting
  5. How to delete a meeting
  6. Recurring meetings (series)
  7. Common questions
  8. Related
WhereProject sidebar → Meetings (Срещи), /projects/{project}/meetings; company sidebar → Meetings, /companies/{company}/meetings. A meeting: …/meetings/{meeting}. A recurring meeting: …/meetings/series/{series}.
Who canNo role permission and no plan limit. Project meetings: anyone on the project team, including partner companies, can create, edit and delete meetings and recurring meetings. Company meetings: any employee of the company while working in it. Creating a meeting is free; credits are used only when a recording is processed.
RelatedMeetings, Recording, transcript and AI insights, Boards: create, share, labels, Project team and access

The meetings list

The Meetings list with filters and meetings in several statuses
Figure: The Meetings list.
  1. The page title Meetings with the subtitle "{project} · recorded meetings" (записани срещи).
  2. The Status (Статус) and Recurring meeting (Периодична среща) filters; Clear filters (Изчисти филтрите) appears while a filter is set.
  3. The New meeting (Нова среща) button.
  4. The view switch Meetings (Срещи) / Recurring meetings (Периодични срещи).
  5. The series pill of a meeting row, for example "Weekly site meeting · №4".
  6. A meeting row; click anywhere on it to open the meeting.

The Meetings list shows the meetings of the project (or of the company, on the company page), 25 per page with "Page {page} of {total}". Columns:

ColumnWhat it shows
Subject (Тема)The meeting's subject, with "№{number}" when it belongs to a recurring meeting.
Held (Проведена)Date and time of the meeting, or "No date" (Без дата).
Status (Статус)Draft, Uploaded, Transcribing, Analyzing, Ready or Failed. See Recording, transcript and AI insights.
Length (Времетраене)Length of the recording, for example "1 h 12 min".
Attendees (Присъстващи)Number of attendees.
Suggestions (Предложения)"{count} to review" (за преглед), or "no suggestions" (без предложения).
Tasks (Задачи)"{count} tasks created" (създадени задачи) on task boards.

Filter by Status (for example only Ready meetings with suggestions to review) or by Recurring meeting (All meetings or one series). When the list is empty you see "No meetings recorded yet" (Още няма записани срещи) and the button Record the first meeting (Запишете първата среща).

If this browser holds recordings that were never uploaded, a banner "Recordings stored on this device" (Записи, пазени на това устройство) lists them; open each meeting to upload the recording or save a copy. See Recording, transcript and AI insights.

How to create a meeting

The New meeting dialog with series, subject, date, target board, attendees and the consent checkbox
Figure: The New meeting dialog.
  1. The Recurring meeting (Периодична среща) list: One-off meeting or a series.
  2. The Subject (Тема) field.
  3. The Date and time (Дата и час) field.
  4. The Target board (Целево табло) list.
  5. The Attendees (Присъстващи) list with the search field Name of an attendee; an outside attendee carries the badge "outside" (външен).
  6. The required checkbox I told everyone present that the meeting is being recorded.
  7. The Create (Създай) button.

To create a meeting in Meetings:

  1. Open Meetings (Срещи) from the project sidebar, or from the company sidebar for an internal meeting.
  2. Click New meeting (Нова среща). To add the next meeting of a series directly, open the recurring meeting and click New meeting {number} instead.
  3. In Recurring meeting (Периодична среща), keep One-off meeting (Еднократна среща) or pick a series. A meeting in a series automatically gets the next number, and the date moves to the series' next usual day and time.
  4. Enter the Subject (Тема), for example "Weekly site meeting". It is required for a one-off meeting ("Give the meeting a subject." / Дайте тема на срещата.). In a series it is optional: left empty, the meeting is named "{series name} {number}".
  5. Check Date and time (Дата и час). It defaults to now, because meetings are usually created right after they happen.
  6. In Target board (Целево табло), choose the task board where this meeting's tasks will be created, or keep Decide when committing (Ще реша при създаването на задачите). You can still change the board for each suggestion later. A series preselects its default board.
  7. Under Attendees (Присъстващи), type a name in Name of an attendee (Име на присъстващ) and pick the person. Add everyone in the room. For anyone without a BuildColab account in this project or company, click Add "{name}" as an outside attendee (Добави «{name}» като външен участник).
  8. Tick I told everyone present that the meeting is being recorded (Уведомих присъстващите, че срещата се записва).
  9. Click Create (Създай). "Meeting created" (Срещата е създадена) confirms it, and the new meeting opens, ready for you to record or upload on its Recording (Запис) tab.

You become the organizer of the meeting. Creating a meeting costs nothing and sends no invitations or e-mails.

Who can be an attendee

Attendee typeIn a project meetingIn a company meeting
Linked to an accountMembers of the project team, including people from partner companies.Colleagues from the company. Anyone else is refused with "Only colleagues from the company can be added with their account. Add anyone else as an outside attendee by name."
Outside attendee (by name only)Anyone else, for example the investor's supervisor or a supplier.Anyone else, including people from partner companies.

Why list attendees carefully: the transcription uses the number of attendees to separate the voices, the AI matches voices to attendee names, and only attendees can be chosen as owners of suggested tasks. An attendee linked to an account can become the assignee of a created task; an outside attendee is written into the task description as the responsible person instead. Adding the same person twice shows "That person is already an attendee." (Този човек вече е сред присъстващите.).

How to change attendees

  1. Open the meeting and click the attendees button in the header ("{count} attendees" / присъстващи).
  2. In the Attendees (Присъстващи) dialog, search and add people, or add an outside attendee by name.
  3. To remove someone, click Remove (Премахни) on their row. If a voice in the transcript is matched to that person, removal is refused with "A speaker is matched to this attendee — re-match that voice first." Re-match the voice on the Transcript tab, then remove the attendee.
  4. Click Done (Готово).

How to edit a meeting

  1. Open the meeting and click Edit meeting (Редактирай срещата).
  2. Change the Subject, Date and time, Target board or Recurring meeting.
  3. Click Save (Запази). "Saved" (Запазено) confirms it.

Moving a meeting to another recurring meeting gives it the next number there; its old number is not reused. The meeting's language and its project or company cannot be changed.

How to delete a meeting

  1. Open the meeting and click Delete meeting (Изтрий срещата).
  2. Read the confirmation "Delete "{title}"? The recording, the transcript and the suggestions go with it." (Да изтрия ли «{title}»? Заедно с нея изчезват записът, транскрипцията и предложенията.). If this device still holds an un-uploaded recording of the meeting, the message says that it is deleted too.
  3. Click Delete (Изтрий).

Recurring meetings (series)

A recurring meeting (Recurring meetings / Периодични срещи) groups meetings that repeat, such as the weekly site meeting or the monthly meeting with the investor. Each meeting in the series:

  • gets its own number (№1, №2, …), shown as a pill next to its subject;
  • keeps its own recording, transcript and report;
  • starts with the series' Default board, and its date is suggested from the series' usual day and time;
  • is analyzed with the summary of the previous meeting in the series as context, so the AI can recognize follow-ups on what was agreed last time.

A series only suggests dates; nothing is scheduled or created automatically, and no invitations are sent.

How to create a recurring meeting

The New recurring meeting dialog
Figure: The New recurring meeting dialog.
  1. The Name (Име) field, required.
  2. The Description (Описание) field.
  3. The How often (Честота) list.
  4. The Usual day (Обичаен ден) and Usual time (Обичаен час) fields.
  5. The Default board (Табло по подразбиране) list.
  1. In Meetings, switch the view to Recurring meetings (Периодични срещи) and click New recurring meeting (Нова периодична среща), or Create the first recurring meeting when there is none.
  2. Enter the Name (Име), for example "Weekly site meeting". It must be unique in the project (or company): a duplicate shows "A recurring meeting with this name already exists on the project."
  3. Optionally fill in Description (Описание): "Who attends, where, what it covers", up to 2,000 characters.
  4. Choose How often (Честота): No set frequency (Без определена честота), Weekly (Седмична), Every two weeks (На две седмици), Monthly (Месечна) or Other (Друга). With Other, describe it in Describe the frequency, for example "every second Tuesday".
  5. Optionally set Usual day (Обичаен ден) and Usual time (Обичаен час). They are "Only used to suggest the date of the next meeting — nothing is scheduled automatically."
  6. Optionally choose the Default board (Табло по подразбиране): "Each new meeting starts with this board."
  7. Click Create (Създай). The recurring meeting opens.

The recurring meeting page

The page of a recurring meeting shows the counters Meetings (Срещи), To review (За преглед, suggestions waiting for review) and Tasks created (Създадени задачи), the Meeting list (Списък на срещите), and the actions New meeting {number} (Нова среща {number}), Edit recurring meeting (Редактирай периодичната среща), Archive (Архивирай) or Restore (Възстанови), and Delete recurring meeting (Изтрий периодичната среща). In the list of recurring meetings, each card shows "{count} meetings", "Latest: {number} · {date}" and "Next: {number}".

ActionEffect
New meeting {number}Opens the New meeting dialog with the series and the next number already set.
Edit recurring meetingChanges name, description, frequency, usual day and time, and default board. Existing meetings keep their own target board.
Archive"Existing meetings stay, but no new ones can be added until it is restored." Archived series are hidden unless you tick Show archived (Покажи архивираните) and carry the badge Archived.
RestoreAllows new meetings in the series again.
Delete recurring meetingOnly possible while the series has no meetings. Otherwise: "A recurring meeting that already has meetings under it cannot be deleted — archive it instead."
The page of a recurring meeting with counters and the meeting list
Figure: The page of a recurring meeting.
  1. The counters Meetings, To review and Tasks created.
  2. The New meeting {number} button.
  3. The actions Edit recurring meeting, Archive and Delete recurring meeting.
  4. The Meeting list of the series.

Common questions

I get "The meeting cannot be created without confirming that everyone present was told." What do I do?

Tick the checkbox I told everyone present that the meeting is being recorded at the bottom of the New meeting dialog. It is required for every meeting, because the recording contains other people's voices.

Why can't I add the subcontractor's engineer with their account to our company meeting?

Company meetings link only colleagues from your company to their accounts. Add the engineer as an outside attendee by name, or hold the meeting as a project meeting, where everyone on the project team can be linked.

Should I add people who did not speak?

Add everyone in the room. The attendee list helps the transcription separate the voices and lets the AI match voices to names; only attendees can be chosen as owners of suggested tasks.

Can I create the meeting before it takes place?

Yes. Set the planned Date and time, then record when the meeting starts. The meeting stays a Draft until a recording is added. Meetings appear in the Calendar at their date and time.

Why can't I add a new meeting to our recurring meeting?

The recurring meeting is archived: "This recurring meeting is archived, so no new meetings can be added to it." Open it and click Restore.

Why can't I delete a recurring meeting?

It already has meetings. A series with meetings can only be archived; this keeps the numbering and the history of the meetings intact.

Do attendees get an invitation or the minutes by e-mail?

No. Meetings sends no e-mails. Tasks created from the meeting send the normal task-board e-mails to their assignees.

I deleted a meeting by mistake. Can I get it back?

No. Deleting a meeting is permanent and removes the recording, transcript and suggestions. Tasks that were already created from it remain on their boards.