vCIOToolbox

This is a critical step within vCIOToolbox. The creation of a meeting event and the addition of a meeting type will help you manage data and streamline proc...

The issue is the meeting type you selected. A common issue we see is misalignment of the template to the meeting type.  In this case the user has chosen the...

vCIOToolbox has a process to close each meeting period in the QBR module. After you meet with your client, add/modify action items, and send and download yo...

Meeting Types: The meeting type is used to classify the use case for the meeting. Most people start in our system utilizing the Business Review meeting type...

If you wish to build a template to support a use case beyond what you current find in vCIOToolbox you can easily do so.  You can add meeting types via the R...

After you activate your customer and add your templates, you will arrive at the IT Review tab.  If you do not see your assessment available for use, you wil...

After you meet with your customer you will need to close the meeting for the period.  This is the vCIOToolbox recommended meeting close process. 1. Gene...

To create or update your master agenda template you need to access the agenda within any active client.  This can be accessed a few ways. 1. Via the Cal...