Great outcomes start with a solid agenda that everyone on your team can access.

Once you’ve set up a new meeting, you can create an agenda by adding agenda items. For each item, add a title, and describe what the item is about. You can set up custom agenda item ‘types’, select a facilitator from the assigned team, and enter the estimated minutes for that item. This will give everyone a clear picture of how the meeting will flow, and help them prepare.

Your new agenda doesn’t have to be set in stone. There is an option to edit or remove each agenda item. Re-order agenda items by clicking and dragging them into place. You can also choose to ‘Move Agenda Items’ to another meeting by selecting specific items to move.

Once you’ve added all of your agenda items, select the option to ‘post’ your agenda. This will send an email containing the agenda to all assigned team members. They will be able to view the agenda ahead of time, and possibly add questions and their own agenda items. Any time an agenda item is added, edited, or deleted, the agenda will be updated and a new email notification containing the updated agenda will be sent to users.