MYPOP Workspace
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How to Use MyPop: A Step-by-Step Guide
Welcome to Your MyPop Workspace
Here you can manage your dashboard, projects, meeting notes, recommendations, and team members.
Dashboard Overview
• Dashboard
o View your current workspace status, upcoming meetings, and projects.
o Watch an introductory video on MyPop Insights.
• Upcoming Meetings
o Keep track of your scheduled meetings.
• Projects
o Sync your ongoing and upcoming Jira projects.
• Meeting Notes
o Access notes from your past meetings.
• Recommendations
o View key points and recommendations from your meetings.
Adding Team Members
• Manage Team Members
• Add Members
o Name
o Email
o Role
o Status
o Action
Workspace Sections
• Overview
o Dashboard and insights video.
• Team
o Add people to your workspace for collaboration.
• Subscription Options
o Upgrade and choose a tailored subscription plan.
• About
o Information about your workspace and projects.
Ready to Manage Your Workspace?
Explore the MyPop Workspace and utilize its features to maximize your team's productivity.
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Learn to Use MyPop
How to Use MyPop: A Step-by-Step Guide
Getting Started for New Users
Step 1: Setting Up Your Account
Navigate to the Login Page:
• Begin by heading to the MyPop homepage and selecting the login option. This will direct you to the platform login interface.
Choose Your Sign-Up Option:
• Option 1: Google
• Option 2: LinkedIn
• Option 3: Email and Password
Agree to Terms:
• Before proceeding, ensure you agree to MyPop's terms and conditions and familiarize yourself with the privacy policy.
Complete Your Profile:
• Enter your full name, contact number (for multi-factor authentication), optional company name, and site details.
• Select your country and set your time zone.
• Attach your avatar and save your changes.
Security Settings:
• Enable two-factor authentication for added security.
• Verify your email and phone number for account security.
• View and manage connected accounts: Check your integrated accounts and disconnect any if necessary. Integration happens in the next step.
Step 2: Integrating Services
Integrate Slack:
• Click the "Add" button to connect to Slack, which redirects you to the Slack connection page.
• Confirm the addition, and upon return, you'll see your Slack channels listed.
Connect Calendars:
• Start by connecting your Google Calendar; follow the prompts to integrate and sync your meetings.
• Repeat the process for Microsoft Calendar, ensuring all your meetings are up-to-date.
Integrate Jira:
• Click the provided link to navigate to the Atlassian accounts page and connect your Jira account.
• Accept permissions, then view and confirm that your projects (e.g., Eva AI and Demo Service Project) are correctly synced and displayed.
Step 3: Managing Your Calendar and Meetings4
View Synced Calendars:
• If both Google and Microsoft calendars are synced, they will be visible on the top left-hand corner of the interface.
Add and Test Meetings:
• Add a test meeting to today's date on your calendar and save it.
• Sync your calendar to refresh and include any last-minute meetings.
• Invite MyPop to your meeting to test the integration and functionality.
Step 4: Managing Meeting Notes
Accessing Meeting Notes:
• From your dashboard, locate and click on the section for meeting notes. Select the specific meeting you wish to review.
Reviewing Meeting Summaries:
• On the meeting notes interface, you will find a summary that includes key points, blockers, and action items.
• Each action item is detailed with the team member assigned, the task, the deadline, the objective, and an associated Jira ticket.
Utilizing Automated Features:
• For meetings that generate suggestions for Jira tickets, use the "Create Your Ticket Issue" button to automatically add these to your project board.
Navigating Transcripts and Recommendations:
• View the transcripts tab for a detailed account of the meeting for finer details.
• Check the recommendations tab for advice on improving team synergy, optimizing processes, and better utilization of tools based on your goals.
Step 5: Navigating Your Dashboard
Overview of the Dashboard:
• Visit your dashboard for a continuous view of upcoming meetings, active projects, connected meeting notes, and recommendations from previous meetings.
Staying Prepared:
• Regularly check the key points and recommendations to stay updated and prepared, especially helpful for managing back-to-back meetings.
• Use the dashboard to always stay a step ahead and ready for your next session.
Adding and Joining a MyPop Workspace
Adding Users to Your MyPop Workspace:
• Navigate to your MyPop workspace dashboard.
• Click on 'Invite Members' or a similar option in the user management section.
• Enter the email addresses of the individuals you want to invite.
• Assign roles (Admin, Team Manager, or Licensed User) according to the level of access you want each new member to have.'
• Send the invites.
Joining a MyPop Workspace:
• Receive an email invitation to join a specific MyPop workspace.
• Click on the 'Join Now' link in the email.
• Set up your MyPop account by entering your details, such as your full name and password.
• Once your account is created, log in to access your designated workspace.
These steps ensure controlled access and organized collaboration within your MyPop workspace.
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Profile and Preferences
Setting Up Your MyPop Account
Avatar
• Upload Your Avatar:
o Add a personal touch to your profile by uploading an avatar. Supported file types include png, jpg, and jpeg.
Personal Information
• Full Name:
o Enter your full name to personalize your profile.
• Phone Number:
o Provide your phone number for account security and multi-factor authentication.
• Company Information:
o Company Name:
Enter the name of your company.
o Company Site:
Add your company’s website URL.
• Country and Time Zone:
o Country:
Select your country from the dropdown menu.
o Time Zone:
Set your time zone to ensure meeting schedules are accurate.
Account Security
• Password:
o Ensure your password is strong and secure.
• Enable Two-Factor Authentication:
o Enhance your account security by enabling two-factor authentication. This adds an extra layer of protection by requiring a 6-digit code in addition to your password during login.
MyPop Settings
• Meeting Participation Preferences:
o Automatic Participation:
Choose to have MyPop join all meetings automatically.
o Manual Participation:
Opt to add MyPop to meetings manually, allowing you to select specific meetings for MyPop to join.
Slack Settings
• Send Meeting Summaries to Slack:
o Enable this setting to have all meeting summaries sent directly to your Slack workspace for easy access.
Connected Accounts
• Integrate Your Tools:
o Slack:
Connect MyPop to your Slack workspace.
o Zoom:
Link MyPop with your Zoom meetings.
o Google Calendar:
Sync MyPop with your Google calendar.
o Microsoft Calendar:
Integrate MyPop with your Microsoft calendar.
o Jira:
Connect MyPop to your Jira projects for seamless task management.