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Navigating to Meeting Settings

Important: Any edits to an agenda require a Manager role or higher. See User Roles.

Customizing an agenda is most frequently used for 1-on-1 Meetings, but changing the agenda for a Weekly Meeting of a specific team or project group can be very beneficial.

Getting Started

To edit or create a custom agenda for a team, visit Meetings and select the settings icon in the upper right portion of the screen.

To edit or create a custom agenda across an organization for any newly formed team, navigate to Company Settings > Meetings.

Team Meeting Settings

Company Meeting Settings

Edit an Existing Agenda or Create a Custom Agenda

The Meeting Settings has a pulldown menu labeled "Agenda." Select the meeting agenda in the pulldown to edit an existing agenda, OR select the "+" icon to create a new custom agenda.

Note: You cannot update the Meeting name of a default agenda.

Basic Modifying Actions

Reorder the meeting's sections by selecting the pad to the left of a section (i.e., Segue) and dragging it to a new position.

Note: You cannot move the "Conclude" section from the end.

Users can edit the section's name and duration. There is also a toggle to make the section hidden or visible.

Note: Hiding a section removes the duration from the Total Duration visible at the bottom of the agenda.

Select the "Save" button to save any edits. Selecting the "Reset" button will cancel the changes or reset the agenda back to default.

Add a New Custom Section

Select the "Add Custom Section" button to create a new custom section. These can be deleted using the trashcan icon.

Add Custom Text or a URL to a Section

Pre-written text or a custom URL to a product board, spreadsheet, or any website the team uses can keep meetings flowing smoothly. To create this kind of custom page, use the pencil icon to the right of any section and update the URL field or rich text window accordingly.

Things to remember when adding a URL:

  • The URL needs to be HTTPS (we are a secure site, so the site entered needs to be secure).

  • The URL needs to be public. It cannot be behind a password-protected page (iframe-friendly URLs are recommended).

Check out this additional information to add Whiteboard Tools in a custom section.

Note: If you see a padlock icon (instead of a pencil icon), the section has predetermined text or functionality that cannot be edited.

Adding Standard Tool Sections (New Agendas Only)

When creating a new custom agenda, add a standard tool section by selecting the "Add Tool Section" button — this allows the user to insert sections with preset functionality, like viewing the organization's Vision, reviewing the team's rocks/issues/data, or a standard segue.

Starting a New Meeting With a Custom Agenda

A new custom agenda will appear as an option when starting a meeting under the "Other" tab at the top of the Meetings page. When prompted, select the appropriate Meeting Type from the pulldown list.

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