How to Control Meetings Display

Switch between List and Calendar, filter by date, group and sort, save custom views, and favourite key calls.

Overview

The Meetings section in Breakcold gives you several ways to control exactly what you see and how it's organised. You can toggle between a list and a calendar layout, filter by upcoming or past meetings, group by status or platform, apply date filters, and save custom views for recurring workflows.

• List / Calendar toggle — choose how meetings are displayed
• Upcoming / Past tabs — quickly switch between future and completed meetings
• Sort & Group — organise by status, platform, date, or recording status
• Filters — narrow by date range, people, company, or deal
• Saved Views — create and switch between named meeting views
• Favourites — star key meetings for fast retrieval

The default Meetings List view — grouped by date, with recording status and participant avatars visible at a glance.

List View vs Calendar View

At the top of the Meetings page, two icons let you switch between List and Calendar view.

1. Click the list icon (☰) to see all meetings in a scrollable list, grouped by date with thumbnails, participants, recording status, and date.
2. Click the calendar icon (📅) to switch to a full calendar layout showing your meetings as scheduled events.
3. In Calendar view, use the Day / Week / Month / Year buttons in the top right to change the calendar granularity. Click Today to jump back to the current date.

Calendar view in Week mode — see all your meetings laid out as scheduled events across the week.

Upcoming vs Past

The Upcoming and Past tabs at the top right of the Meetings page let you instantly toggle between meetings that haven't happened yet and those that are already recorded or completed.

1. Click Upcoming to see future calendar events — meetings your bot is scheduled to join.
2. Click Past to see all completed meetings with their recordings, participants, and timestamps.

The Past tab shows all completed meetings — sorted by date with recording status visible for each.

Sort & Group

Click the Sorted by Date button at the top right to open the sort and grouping panel. These settings let you reorganise the meeting list to match your workflow.

1. Click Sorted by Date at the top right of the meetings list to open the display options panel.
2. Under Group by, choose how to cluster your meetings:

• No grouping — flat chronological list
• Status — group by recording status (Recorded, Not recorded)
• Platform — group by the conferencing tool (Google Meet, Zoom, Teams, etc.)

3. Under Sort by, choose the ordering field — Date or Recording — then pick Ascending or Descending.

Group by Status or Platform to organise your meeting list — then sort ascending or descending by date or recording status.

Filters

Click the Filter button to narrow your meetings list by specific criteria. Filters can be stacked together for precise searches.

1. Click the Filter button at the top left of the Meetings page.
2. Choose a filter field:

• Status — filter by recording status
• Meeting date — filter with operators: is, is before, is after, and more
• People — filter by participant name or record
• Company — filter by the company linked to the meeting
• Deal — filter by an associated deal

3. Set your condition and click Save to apply the filter. The list updates in real time.

Filter by meeting date, status, linked people, company, or deal — operators like "is before" and "is after" make date ranges easy.

Saved Views

Instead of re-applying the same filters each time, save your filter and sort configuration as a named View. Breakcold includes a built-in Next 7 days view and a Favorites view out of the box.

1. Set up your filters and sort options as desired.
2. Click the All Meetings dropdown (or your current view name) at the top of the list to open the views panel.
3. Click Create new view to save your current configuration as a named view. It will appear in the list alongside All Meetings, Next 7 days, and Favorites.
4. Click any saved view to switch to it instantly — all its filters and settings load automatically.

Saved views appear in the dropdown — switch between All Meetings, Next 7 days, Favorites, or any custom view in one click.
The "Next 7 days" view filters the meeting list to only what's coming up this week — a clean, focused view.

Favouriting Meetings

Star any meeting to add it to your Favorites view for quick retrieval later. This is useful for key calls you want to reference repeatedly — important demos, renewal conversations, or meetings with coaching value.

1. Hover over any meeting row in the list to reveal the star icon on the right side.
2. Click the star to favourite the meeting. It is immediately added to the Favorites saved view.
3. Switch to the Favorites view from the view selector to see all your starred meetings in one place.

The Favorites view collects all your starred meetings — bookmark key calls and find them instantly without searching.

Frequently Asked Questions

Does switching between Upcoming and Past change my active view?
No — the Upcoming/Past tabs work as a quick overlay filter on top of whichever view is active. Your saved view and filters stay in place.
Can I create multiple saved views for Meetings?
Yes — there is no limit. Create as many named views as you need alongside the built-in All Meetings, Next 7 days, and Favorites views.
Can I group meetings by the recording platform (Zoom, Google Meet…)?
Yes — use the Group by → Platform option in the Sort & Group panel to cluster meetings by the conferencing tool used.
Does the Calendar view show unrecorded meetings too?
Yes — the Calendar view shows all synced calendar events, including meetings that are upcoming and haven't been recorded yet.
How do I remove a meeting from Favorites?
Click the star icon again on the meeting row to un-favourite it. It is removed from the Favorites view immediately.

Updated on: 03/04/2026