How to Get Started with Ninety's Meetings Tool

Our Meetings tool guides your teams through the essential steps needed to align on priorities, solve Issues, and document next steps.

Any licensed user in a meeting can create items, mark items complete, or take notes. The agenda timer sticks with the user who started the meeting.

Start a Meeting

To start a meeting:

Click Meetings from the left navigation.
Choose a team from the dropdown.
Click Start a Meeting.
Select an agenda from the popup to launch the meeting.

Your most recently used agendas appear first, followed by a list of our default agendas and then any created or customized agendas.

What You Can Do During a Meeting

After starting or joining a meeting, users can:

Click any agenda item.
Use the Create button.
Pause the meeting timer.
Take notes (click Show Notes on the bottom left corner).
Click View Tool to access any tool in Ninety.
Contact our chat support.

Join a Meeting

To join a meeting in progress, click Meetings > Join Meeting. As long as you have the correct team selected in the dropdown, you'll be able to join your team's meeting to interact with the tools in real time, take notes, and follow along with the presenter.

The facilitator controls the team's meeting, so when they end the meeting, all attendees receive a notification. The presenter sees 'Finish' at the bottom of the screen instead of the 'Leave Meeting' option.

After joining a meeting, any licensed user can click Claim Presenter at the top right of the screen to guide the meeting flow. After clicking, the user will confirm they want to become the meeting's presenter. All meeting participants will be notified when the presenter changes.

During the meeting, the Presenter can be identified by the microphone icon overlayed on a user profile image toward the top of the page.

Meeting Conclusion Cue

When the presenter moves to the Conclude section, everyone in the meeting receives a cue to join it.

Meeting Ratings

During the Conclude step, team members are asked to rate the meeting on a 10-point scale.

Meetings deserve a 10 when they:

Start and end on time
Include prepared attendees
Hold open and honest discussions
Solve Issues
Document needed action items

Team members should be trusted to lower their ratings when meetings don't meet these standards. When someone rates a meeting as an “8” or lower, we recommend having a quick discussion with them about how the next meeting can be improved.

Recap Email

All team members with a paid license receive a recap email after each meeting. Users can opt out by unchecking the "Send Meeting Recap Email" option on the Conclude page.

The recap email includes:

Headlines read.
Rocks created (during quarterly or annual meetings).
To-Dos created.
Issues solved.
Issues metrics.
Meeting notes.
Attachments.
Ratings by team member.
Section durations (time spent per agenda item).

Team members can also access and edit meeting recap information in the Meetings tool's Meeting History section.

History

Easily access a recap of every team meeting with the Meetings tool.

To review a previous meeting, click on Past Meetings tab. This page lists all your team's previous meetings, which can be filtered by type and team using dropdowns.

Click on a meeting's row to open its details card, which recaps the following information: