How do I create a Meeting?

Creating a Meeting in Metronome Growth Systems is a simple way to streamline your team’s rhythm and keep everyone aligned around priorities, metrics, and action items.

Whether you’re setting up a Weekly Sync, Quarterly Planning session, or Daily Huddle, Meetings in Metronome provide a structured, repeatable agenda to keep your team focused and productive.

Creating a Meeting

1. Go to the Meetings Page

   1. From the main navigation bar on the left of your screen, click Meetings.

2. Click “+ Add Meeting”

   1. This button is located at the top right of the Meetings screen.

3. Choose a Meeting Type

   • You can either:

     • Select a pre-built template (e.g., Weekly Meeting, Quarterly Planning, etc.)

       • Check the Copy settings and agenda items from box
       • Click Select a Meeting
       • Choose a Template from the dropdown
         

         Important: Your meeting settings will auto-populate based on the template. Make sure you update all Meeting settings before proceeding.

   • Choose Custom Meeting to build your own from scratch.

4. Give Your Meeting a Name

   1. Choose a name that helps your team identify the meeting (e.g., “Marketing Weekly” or “Lead Team Daily Huddle”).

5. Set Your Meeting Frequency

   1. Choose how often the meeting occurs: daily, weekly, monthly, quarterly, or one-time.

   2. Ensure you set up your meeting frequency correctly. Once you add your meeting, you will not be able to change your meeting frequency later.
6. Add Your Team

   1. Select the team members who should attend this meeting. You can set them to be:

      1. Attendee = they will be required to fill out their agenda

      2. Observer = they have access to the meeting but do not need to participate
      3. Meeting Admins = they will have access to edit the meeting.

         Add Attendees

7. Save the Meeting

   1. Once saved, your meeting will appear in your Meetings list, and attendees will be able to access it directly from their own dashboards.

Customize the Agenda

Once you've set up your Meeting, you can now Customize the Agenda. You can adjust the agenda items to suit your team’s workflow:

• Drag and drop agenda items to reorder them
• Add or remove sections like Priorities, Metrics, Action Items, or Notes
• Rename or add custom sections to fit your meeting style

Tips for Running Great Meetings in Metronome

• Come Prepared
  • You should have your agenda complete and prepared before your meeting starts. Fill out any written sections and update the metrics and priorities that you own.

• Leverage 'Previous Interval' on Metrics

  • For weekly or monthly meetings, consider enabling the Previous Interval option on your metrics so you’re reviewing the last completed time period.

• Assign Action Items during the meeting

  • Keep momentum going by creating Action Items directly from the meeting screen.

• Use Meeting Notes to capture key decisions

  • Each meeting includes a Notes section—perfect for documenting takeaways or follow-ups.

Need to edit a meeting you’ve already created?

1. Go to your Meetings
2. Select the Meeting you want to edit.
3. Click More in the top right
4. Select Edit Meeting

If you want to learn more about the power of meetings within Metronome and discover the 8 Key Benefits of Daily Meetings, feel free to check out our Blog Post!