Meeting Management for Teams & SharePoint
Plan, run and minute meetings efficiently — directly in Microsoft Teams and SharePoint. Practical for everyday use, quick to adopt, from assistants to the executive board.
Microsoft Teams
SharePoint Online
SharePoint On-PremisesFrom scattered effort to a seamless meeting process
Preparation, minutes, action items, resolutions — today often spread across many tools. SoftForge Meeting Management brings the entire lifecycle together in one place: directly in Microsoft Teams and SharePoint.
Hours of preparation
Gathering the agenda, invitations and documents by hand every single time.
Minutes written by hand
Typing up resolutions, formatting them and laboriously sending them to everyone.
Sending out action items
Open tasks get lost in email inboxes and scattered notes.
Untraceable resolutions
Decisions between meetings are cumbersome and hard to trace.
Scattered documents
Files spread across drives, emails and tools — with constant version chaos.
Siloed solutions
Separate tools with no connection to Teams and SharePoint create new data silos.
Prepare
Plan the agenda and provide documents — structured and reusable.
- Drag & drop agenda
- AI autofill
- Documents in SharePoint
Conduct
Participants, roles and appointments under control — including rooms and Teams meetings.
- Roles & attendance
- Rooms via Exchange
- Teams appointments
Decide
Vote with legally binding effect — in the meeting or by circular resolution.
- eDecide votes
- Circular resolutions
- Auto resolution
Follow up
Minutes, tasks and reminders generated automatically — with no rework at all.
- Minutes at the click of a button
- Action items in Planner
- Reminders
Every feature in detail
From agenda planning to the new v6 features — use the navigation on the left to jump straight to the topic that interests you.
Fast & intuitive
Effortless meeting planning
Build your agenda quickly and easily from agenda items, topic blocks and breaks.
- Drag & drop planning
- Move agenda items by drag & drop or place them in topic blocks. Numbering and times are calculated automatically.
- Unscheduled agenda items
- Move unscheduled agenda items into the meeting — or back out again — in a single step.
- Requested agenda items
- Anyone can submit agenda items and optionally specify a preferred meeting.
Add, invite, inform
Managing meeting participants
Add participants, assign roles and record absences.
- Easy to add
- Participants are granted permissions automatically and get access to the meeting.
- Assign roles
- Appoint the chair and the minute-taker — and have them placed in the right spot in the generated minutes.
Stay in the flow
Action items always under control
Create action items straight from an agenda item and keep track of every open point.
- Right on the agenda item
- Record an action item directly on the agenda item without losing context.
- Overview of all action items
- Show action items for the meeting or across meetings and carry them over into the minutes.
- Connection to Planner
- Enable synchronisation with Microsoft Planner.
Meeting documents & attachments
Simple document management
Keep track of all meeting documents and agenda item attachments at all times.
- Attachments & meeting documents
- Add documents to agenda items or to the entire meeting via drag & drop or upload.
- Synchronisation via OneDrive
- All documents are stored in SharePoint libraries and can be synchronised via OneDrive.
Easy document generation
Agendas & minutes
Generate agendas and minutes automatically from your own Word templates — with fully customisable content and layout.
- In just a few clicks
- Generate minutes or agendas as Word or PDF.
- Automatic filing
- File generated documents directly in the meeting — no more tedious sending around.
- Your own templates
- Use your own Word templates — also stored centrally for all meeting management instances.
Digital decision-making
Votes & circular resolutions
Decide agenda items electronically — ahead of the meeting or entirely by circular resolution.
- eDecide – vote ahead of the meeting
- Yes / “Discussion requested” / Abstain with quorum logic. Uncontested items are settled before the meeting; contested ones automatically go back for discussion.
- Circular resolutions
- Legally binding resolutions between meetings — including dedicated circular resolution minutes.
- Resolutions carried over automatically
- Approved motions are written directly into the agenda item’s resolution.
Outlook & Teams
Exchange integration
Book rooms and create calendar appointments directly from the meeting.
- Rooms & appointments
- Book real Exchange rooms and create an Outlook appointment with a Teams link for all participants.
- Response status at a glance
- Participants’ acceptances and declines appear directly in the member list.
Artificial intelligence
AI autofill for agenda items
Have agenda item content drafted with a single click — and save time on preparation.
- Content at the click of a button
- Generate the content, motion or resolution as a well-worded first draft that you can then refine.
End-to-end records management
Dossier linking across sites
Link business items to records on other SharePoint sites — without duplicating files.
- Link the source dossier
- Reference an existing project or case folder on another site.
- Transfer documents
- Copy or move documents between the meeting dossier and the source dossier.
Your data never leaves your tenant.
Meeting Management runs entirely within your Microsoft 365 environment — following your policies, in your SharePoint, and developed in Switzerland.
- Everything stays in your tenant
- No information leaves your Microsoft 365 tenant. All data stays entirely within your own environment.
- Your policies apply
- Meeting Management follows your tenant’s policies and compliance rules — no special exceptions, no shadow IT.
- Data in SharePoint
- Documents and content are stored in your SharePoint libraries — with the permissions you already manage.
- Completely Swiss Made
- Developed entirely in Switzerland — by SoftForge, your Swiss software partner.
Because all data stays in your tenant, your own governance, compliance and data protection requirements apply automatically.
FAQ
Frequently asked questions
- Preparing meetings takes up an enormous amount of our time — how can SoftForge Meeting Management change that?
- Many organisations spend hours on manual meeting preparation: compiling agendas, distributing documents, writing minutes, following up on action items. SoftForge Meeting Management automates exactly these steps — directly in Microsoft Teams and SharePoint, where your team already works. The result: less preparation effort, professional minutes at the click of a button and more time for what really matters.
- How quickly can Meeting Management be rolled out in our organisation?
- SoftForge delivers Meeting Management in days, not months. The solution is integrated directly into your existing Microsoft 365 environment — without project timelines that drag on for months. SoftForge supports you as a partner from requirements gathering through go-live and beyond.
- Why SoftForge rather than another meeting management solution?
- Other solutions are not integrated into Microsoft Teams and SharePoint — they create new data silos and additional training effort. SoftForge Meeting Management was born from real customer needs and runs directly in the environment your employees use every day. SoftForge is an experienced, specialised team with deep SharePoint expertise: short decision paths, personal commitment, reliable delivery.
- Does Meeting Management also support SharePoint On-Premises?
- Yes. SoftForge Meeting Management is available both for SharePoint Online (Microsoft 365) and for SharePoint On-Premises (SharePoint Server Subscription Edition). SoftForge supports you whatever your IT strategy — from on-premises to cloud.
- Which organisations already use SoftForge Meeting Management?
- Meeting Management is used by enterprise customers in healthcare, education and other industries. The solution was developed from real customer projects, is available on Microsoft AppSource and has proven itself in complex enterprise environments.
Contact us
We look forward to learning about your requirements and presenting our solutions to you. Feel free to contact us to arrange a meeting.
- Address
- Spittel 5
3953 Leuk-Stadt - Phone
- +41 76 393 79 00
- info@softforge.ch