Adding Items

Add agenda items by typing them into the text box at the bottom of the meeting agenda you’ve selected and then pressing enter. If you don't know what to say, click the lightning bolt to cycle through our Suggested Items and then click the "+" symbol on the one you'd like to add. 

Note:  You can always edit/delete items after they've been added. 

Adding Comments

Click on an agenda item to open up the discussion box and add comments, next steps, attachments or summarize & close the item.

Editing/Deleting Items or Comments

Edit or delete your items and comments by hovering over them and clicking either the edit or trash can icon.

Items:

Comments:

Tracking Item Status

The Feedback Loop lets you quickly see which items have been resolved and which ones still need to be discussed or actioned and will be carried over to your next Meeting. 

Finishing/Archiving Meeting Agendas

After your meeting, click “Finish Meeting” at the top right of your agenda to archive your meeting and clear the closed items off your list.

All open items (i.e. items without a checkmark next to them) will remain on your agenda for the next meeting).

Ended Meetings can still be accessed anytime in the “Past Meetings” tab, so don’t worry, your past meetings are not lost!  

Click here to learn more about how to prepare an effective meeting agenda.

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