Meetings are an integral part of ensuring that the work of the team is captured accurately and transparently. They provide the history of what was discussed, the outcomes of the discussion, and who was in the discussion.
Meetings inside the platform are designed to follow best practice with concepts like pre-work, agenda items, actions, decisions, and minutes.
In addition to the standard meeting features, the platform also features the concept of meeting templates. Meeting templates are predefined agendas your team can use to quickly set up a meeting. Meeting templates contain all the elements of a standard meeting such as the meeting description, pre-work and agenda items.
Having a template set up is a great way of building up rich meeting agendas that can be re-used by you and your team. Templates like these allow you to refine the important things you need to discuss, review or decide upon in your meeting - in a format that is flexible and easily adaptable to the team's needs.
For teams with regular meetings, we strongly recommend that you create an agenda template for each type of meeting you have. This could be a weekly team status meeting, a standard client pitch meeting, or your leadership team's monthly update back to the wider team.
Using Meeting Templates
When you click the ‘Schedule a meeting’ button inside the platform, you will be presented with a dialog something like this:
From here you can elect to create your own agenda or use an existing agenda. After selecting a template press the “Customise agenda” button.
On this page, you can customise your agenda. Set the title, description, pre-work and agenda items with as much detail as you need.
As we have selected a template, this page comes pre-filled out. You can change any content on this page without it affecting the master template.
Then press the “Schedule meeting” button to schedule it with your team.
Select the attendees, set a time, and then schedule a meeting.
This explains the process of creating a meeting using a meeting template.
Managing Meeting Templates
The platform is provided with a selection of commonly used meeting templates. In addition, we encourage organisations to create their own templates that match their needs exactly.
A meeting template can be stored at either the organisation or team level. Store them in the place where it makes the most sense. If you have a lot of very team specific templates, then move them to the relevant team to avoid polluting the list of templates for everyone else.
To manage your templates, go to the organisation (or team) configuration area:
From here you can
- Create a new template
- Edit an existing template
- Name
- Agenda items
- Agenda item content
- Move the template
- to another team or to the organisation
- Copy the template
- Delete the template
Calendar integration