How do I prepare for Meetings from my Daily Dashboard?

Getting Started

Preparing for Meetings

The Daily Dashboard is an easy and efficient way to prepare for your meetings.

On the right-side of the Daily Dashboard, is your Status Card. (Each team member will have their own status card).

The status card holds everything you are accountable for under 4 TABS:

• Action items
• Meetings
• Metrics
• Priorities

For example, if you have Daily Huddles, at the end of the day prepare for tomorrow's huddle in advance of the Meeting. This can include reviewing your open Action Items, update Metrics and Priorities, and fill out the Meeting agenda questions. See below:

By default, the Status Card will show you what meetings you have scheduled for the current day, however you can use the calendar drop down menu to see what meetings you have scheduled for the week. In the example below, we clicked on the meeting for the next day to prepare for the meeting. 

You can select the arrow shown below to take you directly to the meeting and you will see that your notes have been updated accordingly.

In the meeting, you will see everyone has already prepped for the Meeting!