Meetings

The Meetings page

The charts, the table and the filters on the Meetings page, and how to act on several meetings at once.

The Meetings page lists every meeting Goose knows about: the ones coming up, and the ones that have happened. Press Meetings in the left rail to open it.

At the top, a line counts the meetings that match your filters and search: how many are upcoming, how many were held, and how many need review. The counts cover every match, including meetings the table hasn't loaded yet. Press upcoming to scroll the table back to now (see Where the table opens). Press need review to show only the meetings that need review.

The Meetings page: the search and filter bar, the two-week Fortnight chart with its In this view tiles, and the meetings table below. — The charts sit above the table; pick days on the chart to narrow it.

The charts

The charts sit between the toolbar and the table. They have three tabs:

Fortnight shows this week and next as a grid of days, with a dot for each meeting. The dot's color says whether it was a customer or an internal meeting, a hollow dot is one still to come, and a ringed dot needs attention.
Follow-through shows how the meetings in view are being followed up.
Time shows the hours of customer and internal meetings, day by day, for this week and next.

Beside the chart, In this view counts the Meetings, the Customer time and the Open to-dos in the table. Press Customer time to show only customer meetings, or Open to-dos to show only meetings with follow-ups still owed. Press Meetings to clear it again.

On Fortnight, pick days to narrow the table to them. With a mouse, drag across a run of days. A chip with the dates appears above the chart; press its × to show every meeting again.

To make more room for the table, press the arrow at the right end of the tabs (Hide charts). Press it again to bring them back.

Find a meeting

Search. Type in the search box (Search meetings, people, deals…). It matches a meeting's title, its company, its deal, its attendees, and your teammates on it. While you search, the table looks across every meeting on the page, whatever filters you had picked (only My meetings still applies). Clear the search to go back to your view.
My meetings shows only the meetings you own or attend.
Filter narrows the table further. Under Show, pick External meetings, Has a deal or Needs follow-up. Below that you can pick a calendar (when any of your meetings came from one), deal stages, and people (your team first, then customers). Hidden meetings lists the meetings hidden from Goose, so you can restore them. The number on Filter says how many filters are on; Clear filters, at the bottom of the menu, turns them all off.

The Meetings Filter menu open, with Show options (External meetings, Has a deal, Needs follow-up) and the deal stages to filter by. — Filter narrows the table to the meetings you care about.

Where the table opens

The table is a timeline, in date order. It opens on now: the meeting happening right now, or the next one coming up, at the top. Later meetings are below it.

Meetings that have already happened are above the top. Scroll up past the top of the table to load them, a few at a time, with the most recent first. On a touchscreen, pull down at the top. With the table focused, press ↑, Page Up or Home at the top. While a batch loads, Loading earlier meetings… shows at the top of the table. A line marked Now separates the meetings already held from the ones still to come.

When you scroll back down toward now and stop just above the Now line, the table settles onto it. Scrolling up, away from now, is never pulled back. Once you've scrolled well away from now, press Back to now to return. Changing the search, a filter or My meetings also takes the table back to now.

If nothing in your view is still to come, for example when you search for a meeting from last week, the table shows the meetings already held and opens at the most recent one.

When you open a link to a meeting that has already happened, the table loads the earlier meetings down to that one and opens on its row, with the meeting open beside it. Scroll up from there to load meetings from before it.

To see the table in another order, press a column header. A Back to timeline button appears in the toolbar, next to Filter, with the column the table is sorted by written under it; press it to return to the timeline.

Only the last 60 days

The Meetings page holds meetings from the last 60 days, and the next six months. A meeting older than 60 days isn't in the table, even when you search for it. To find one, use Search in the left rail (⌘K on a Mac, Ctrl K on Windows) and open the meeting from there. The meeting you open shows at the top of the table, on its own, above the last 60 days.

Once you've scrolled up to the start of those 60 days, a line at the top of the table says which day they start on.

The table holds at most 500 of the calendar entries you can see. When there are more than that in those dates, it keeps the ones nearest now: up to half before now and half after, and when one side has fewer, the other keeps more. If earlier meetings were left out, the line at the top of the table says so. If later ones were, the count in the toolbar reads, for example, 250+ upcoming, and a line under the last upcoming meeting says so. Use Search to find them.

Some calendar entries aren't treated as meetings and never show in the table, unless they were recorded: all-day events, anything eight hours or longer, and events with nobody else invited.

Read the table

Each row is one meeting. Meetings are grouped by day, and each row shows the meeting's name, company, attendees, date, deal and your teammates on it.

A chip beside the name says what kind of meeting it is: Deal (it's on a deal), Internal (only people from your company) or Ad-hoc (a customer meeting that isn't on a deal yet).
Upcoming meetings have a Join button, when the invite has a video link, and a Prep button, which opens the brief. See Before a meeting.
Press a row to open the meeting beside the table. See Inside a meeting.

The table loads more meetings as you scroll down. To load them from the keyboard, press Load more meetings at the bottom of the table. Changing the search, a filter or the sort starts the table over from the top. The count under the table always covers every meeting that matches, not only the ones loaded.

The Follow-up column

The last column says where each meeting stands:

On an upcoming meeting on a deal, what's still owed on that deal from earlier calls, for example 5 owed · 4 on us. Press it to see those to-dos.
On a meeting Goose has analyzed, what came out of it, for example 4 commitments · 4 open tasks. Press the meeting to work through them.
Processing… means Goose is working on the call now.
Not recorded, Waiting for transcript, Needs review and the other problem states each mean something different. Why a meeting has no notes explains each one and what to do.

Act on several meetings at once

Tick the box at the start of each row you want, or the box in the header to pick every meeting loaded in the table (scroll to load more first). A bar appears at the bottom of the page:

The bar that appears when meetings are selected: 2 selected, with Attach to deal, Mark internal, Mark customer, Clear mark, Hide 2 from Goose and Clear. — Select meetings with their checkboxes to act on them together.

Attach to deal puts the selected meetings on a deal. Meetings that are already on a deal are left as they are.
Mark internal and Mark customer fix a meeting Goose put in the wrong group. Goose marks a meeting internal when everyone on it is from your company. Clear mark hands the choice back to Goose.
Hide from Goose (with several selected, Hide n from Goose) hides the meetings for your whole team, with no prep and no recording. See Who can see your meetings.
Clear unticks everything.

Only a meeting's owner, a team lead, an admin or the workspace owner can change its deal, or whether it's internal, and not from a read-only seat. If one of these doesn't work for you, ask the meeting's owner.