Meeting agenda & interface

This article discusses everything there is to know about the meeting agenda and the meeting interface. It includes the meeting sections, timer, how to import an agenda from an existing meeting, adding video conferencing links, etc. 

  1. The agenda shows all the sections of the meeting, as well as the length of each section. You can edit the agenda in consultation with your guide, by hovering over the section name and clicking the three dots symbol. From there, you can either click the pencil and edit both the duration and the name of the section or, you can click the trash can and delete a section.
  2. To add sections, click the “+Add Section” button below the agenda. 
  3. To choose or import an agenda from another meeting, click “Choose/Import agenda”. You can either choose another meeting and get its agenda, or you can upload an agenda from a meeting that was exported as a .json file previously. 
  4. Start the meeting by clicking the red “Start” button. You can pause and resume the meeting by clicking that same button, which will then say “Pause” or “Resume” depending on the state of the meeting.
  5. Move between sections either by clicking “Next” and “Back”, or, by simply clicking on the section that you wish to move to. 
  6. The timer is located above the “Start/Pause/Resume” button. It will show the total time elapsed for a section, as well as that section length. The green bar will fill all the way up to the section-time limit, after that, the bar will turn red so as to show that you are running overtime for that section.
  7. The video conference link (Zoom, Google Meet, etc) can be added in the top right corner. Simply click “+Add video link” and then paste the link into the textbox.
  8. All features(Action Items, Topics, Rocks, Customer Voice, Team Engagement) can be added from the red “+” at the top right corner of the screen.
  9. The date and time of the meeting can be edited in the top right corner as well.
  10. Meeting settings and Meeting Archives can be accessed directly from the meeting by clicking the three dots in the top right corner.
  11. Collaborative notes can be accessed and edited by clicking on the left arrow or the little notepad accompanying it in the top right corner. As with all of our notes, you can format text, upload files and edit paragraph styles.
  12. Adding attendees is possible from the meeting itself, by clicking on the “Add Attendee” button on the top left. Choose a person from the dropdown, or start typing to select an existing user. Type an entire email address to add a completely new user and send them an invite to join the App.
  13. Existing attendees are shown with their photos or initials, and the Meeting leader has a crown symbol. 
  14. The Meeting Link can be shown and copied by clicking on the link symbol next to the attendee list.
  15. Please note that all of the meeting pages are interactive for all users, meaning that everyone can edit everything, as opposed to one person having to edit and prepare all the meeting features. The exception to this can be made in the user settings by assigning lower credentials to certain users and limiting their editing functions.