The best place to start in creating a meeting is from a Meeting Template. Use the meeting template as a framework for your meeting, then further customize to suit you meeting rhythm by adding any additional Agenda Items. There are 8 types to choose from.
Question: Ask the attendees or offer them the ability to comment on a topic. This gives a bubble for attendees to fill-in. Title is editable. Options to filter in this type are: Group by Team member filter - only select this option if there are attendees that you do not want to answer a specific question.
Topic: Simple agenda item. This type is reserved for Admins and Meeting Admins (to make attendees Meeting Admin - go to More upper right corner, select Edit Meeting and add attendees to Meeting Admin). Title is editable. Reset every meeting occurrence or not. Title is editable.
Priority Search: Performs search of priorities in the current quarter as of the date of the meeting. Title is editable - for example ‘Marking Function Q3 Priorities’. Options to filter in this type are by: Status Colour. Text Filter - use text from the title of the Priority. Show Company Priorities only or not. Tags Filter. Filter by Attendees. Show Hierarchy - Priority with Roll-up of Sub-priorities.
Metric Search: Performs search of Metrics in the current quarter as of the date of the meeting. Title is editable - for example ‘Marking Metrics Review’. Options to filter in this type are by: Status Colour. Text Filter - use text from the title of the Metric. Frequency - the frequency is created in the Metric properties. Frequency is how the actuals are entered Daily, Weekly, Monthly, Quarterly. Show Company Metrics only or not. Tags Filter. Show Previous Interval - shows most recent completed interval. For example previous week for Weekly frequency. Filter by Attendees.
Outstanding Action Items - list all non-completed items related to this meeting. Title is editable.
Priority related Action Items – list action items related to the current period’s priorities.
Title is editable. Options to filter in this type are by: Text filter - use text from the title of the Priority. Tags filter. Hide completed. Due in the next __ days.
Stuck Action Items Search – list team member’s stuck action items.
Title is editable. Options to filter in this type are: Group by Blocking Team Member or Stuck Team Member. Filter by Attendees. Stuck Action Items - will show across all meeting that an Attendee is in.
Completed Action Items – list all action items completed in the last X days.
Title is editable. Options to filter in this type are by: Text Filter - use text from the title of the Action Item. Filter by Attendees. Completed in the last __ days.
Checklist – Custom Checklist, ideal for Parking Lot items or Level 10 IDS.
Title is editable. Reset every meeting occurrence or not.
Looking for an Agenda Item that carrys over meeting to meeting?
There are 2 Types to choose from:
- Checklist – Custom Checklist, ideal for Parking Lot items or Level 10 IDS.
Title is editable. Reset every meeting occurrence or not.
- Topic: Simple agenda item. This type is reserved for Admins and Meeting Admins. (To make attendees Meeting Admin - go to More upper right corner, select Edit Meeting and add attendees to Meeting Admin). Title is editable. Reset every meeting occurrence or not.