All Collections
Using Ninety
How to Customize a Meeting Agenda
How to Customize a Meeting Agenda

Create a new meeting type, rearrange or add agenda items, choose a new time frame for sections, and more to customize team meetings.

Lorraine Delp avatar
Written by Lorraine Delp
Updated over a week ago

Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Covered in this Article:

Navigating to Meeting Settings

Important: Any edits to an agenda require Admin Role* or higher. See User Roles.

Companies frequently customize agendas for 1-on-1 Meetings*, but changing the agenda for the Weekly Team Meeting* of a specific team or project group can also be very beneficial.

Team Meeting Settings

To edit or create a custom agenda for a specific team, visit Meetings* and click the settings icon (cogwheel) in the upper right corner of the screen.

Company Meeting Settings

To edit or create a custom agenda to any newly formed team, navigate to Settings in the sidebar and click on Meetings*.

Edit an Existing Agenda or Create a Custom Agenda

The Meetings* settings page has a pulldown menu labeled Agenda. Choose the meeting agenda in the pulldown to edit an existing agenda, or click the + to create a new custom agenda.

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

Basic Modifying Actions

Reorder the meeting's sections by selecting the drag handle (icon with 12 dots) to the left of a section and dragging it to a new position.

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

You 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.

Click the Save button on the upper right to save any edits.

Note: You can't save until all sections have a name and duration.

To cancel changes or reset the agenda back to default, click More Options and select Undo All Changes.

Add a New Custom Section

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

Add Custom Text or a URL to a Section

Adding 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).

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

Adding Standard Tool Sections

When creating a new custom agenda or editing an existing one, add a standard tool section by clicking Add Tool Section — 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, if the tool is not already part of the agenda.

Pushing a Custom Meetings Agenda to All Teams

In Meetings* settings, an Admin* or Owner* can push any custom or modified agenda by clicking Push to All Teams under the More Options button. You can also reset the meeting agenda to its default by clicking Undo All Changes.

Starting a New Meeting With a Custom Agenda

A new custom agenda appears under the Other tab in the Meetings* tool. When prompted, choose the appropriate Meeting Type from the pulldown list.

Related articles

Did this answer your question?