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The Attendance block replaces static tables with a readable, time-stamped tracking system connected to document sharing.
To add this block, type /attendance then select Attendance.

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Create and configure the block

After creating the block, you will find:
  • A display options bar
  • A check-in calendar
  • Actions to add groups and contacts

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Display options

The options bar (at the top of the block) lets you show or hide useful columns.

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Manage check-ins over time

  • Use the arrows to navigate between check-ins
  • Click a date to view the state of that session
  • Create a new check-in for the current meeting
Even after duplicating the document, the check-in history remains accessible. This preserves cumulative absence tracking from one meeting to the next.

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Prefill a new check-in

Select an empty date, then click Prefill from [previous date]. The action uses the most recent earlier date that contains attendance data.
Prefill prepares the next check-in; it does not copy previous attendance statuses.
The prefill follows these rules:
  • The Invited or Convened setting, including its optional time, is carried over to the new date. Those contacts are marked present.
  • If nobody was invited or convened on the source date, every contact with an attendance status on that date is marked present.
  • Previous attendance statuses such as absent, excused, late or represented, or not concerned are not copied.
  • Distribution selections are carried over.
  • Cumulative absence and lateness totals continue from the block history; they are not copied as values for the new date.
When Create next automatically updates the document date, it applies the same prefill rules to every Attendance block.

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Organise groups

  1. Click Add a group.
  2. Give it a clear title.
  3. Add a description (example: company, address, trade).
You can then move, duplicate or delete the group from its action handle.
Add a short name to the group name (STR, MGR, SUB) to make company selection easier in tasks.
See also: Tasks.

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Manage contacts

In each group, click Add a contact then fill in:
  • First and last name
  • Role / job title
  • Email
  • Phone number(s)
  • Attendance status
  • Invitation / summons status (+ time if needed)
  • Include in distribution
Each contact can be moved, duplicated or deleted via its action handle.

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Document distribution

When sharing the document, you can automatically use:
  • Contacts marked for distribution
  • Or all emails found in the document
The list stays in sync with changes made to the block.

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Blocks derived from an attendance list

Attendance block data can automatically populate other blocks in the document via the slash command menu. These blocks are pre-filled with one row per company from the attendance list.
These blocks are particularly suited to construction-site meeting minutes and progress reports.

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Best practices

  • Update attendance at the start of each meeting
  • Group contacts by trade or stakeholder type
  • Duplicate the previous document to maintain tracking continuity
  • Enable only the columns you need to avoid information overload