ecuria Solution Training

  • Course Overview

    This is a one-day course is suitable for existing and new Ecuria customers to be able to successfully use the product. You will learn the fundamentals of meeting automation. We will cover meeting automation, systemizing agenda, report creation, roll call and more. At the end of the session, you will be able to automation your organizations meetings.

  • About Ecuria

    Reduce the amount of time you spend preparing for meetings with Ecuria. With pre-configured agenda templates, integrated scheduling and the ability to directly record minutes, you’ll be on your way in no time. We make it easy to allocate tasks to team members during meetings – and review progress at the next meeting.

What will you learn

From a simple meeting to set up for two or three people, to a complex meeting where full transparency is a must, ecuria has you covered. You can set agendas, directly record minutes to send to staff, assign actions and follow them up at the next catch up.

  • What is Ecuria?

  • Key Benefits

  • Functionalities

  • Administration - Settings & Configurations (Setup, Committees, Teams, Agenda Templates, Report Templates)

Course curriculum

  • 1

    Ecuria Solution Training

    • How to use this course

    • Before we begin...

  • 2

    Lesson 1 - Overview

    • Overview of Ecuria

  • 3

    Lesson 2 - Accessing Ecuria

    • Accessing Ecuria

  • 4

    Lesson 3 - Ecuria Homepage

    • Ecuria Homepage and Navigation

  • 5

    Lesson 4 - Administration

    • Admin Setup

    • Manage Users

    • Manage Teams

    • Manage Committees

    • Manage Locations

    • Manage Legislation

    • Setup Report Templates

    • Setup Agenda Templates

    • Setup Email Templates

    • Email Notifications

    • Retrieve Deletion

  • 6

    Lesson 5 - Creating Meetings

    • Create a Meeting

    • Edit Agenda Item

    • Mark Agenda Item as Complete

    • Preview Agenda Item

    • Share an Agenda Item

    • Copy and Move an Agenda Item

    • Finalise Agenda

  • 7

    Lesson 6 - Join Meetings

    • Join Meeting as Organiser

    • Close Meeting

    • Publish Draft Minutes

    • Finalise Meeting Minutes

    • Join Meeting as Participant

  • 8

    Lesson 7 - Follow up

    • Follow up on Action Items

  • 9

    Lesson 8 - Ecuria Workspace

    • My Workspace

    • Agenda Item Search