Create and Customize Your Meeting Agendas

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

Written by Tommy Mains

Updated at August 20th, 2024

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Table of Contents

Editing an Existing Agenda or Create a Custom Agenda Add Custom Text or a URL to a Section Things to remember when adding a URL: Starting a New Meeting With a Custom Agenda Customizing Agendas for the Whole Company

Editing an Existing Agenda or Create a Custom Agenda

Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here.

Edit Agenda

  1. Click Meetings from the left navigation.
  2. Click the Open Meeting Settings icon.
  3. Choose the correct team from the Team dropdown.
  4. Choose the agenda to edit from the dropdown.
  5. Customize the agenda by:
    1. Toggling on or off listed agenda sections.
    2. Click the pencil icon to edit a section's details.
    3. Click Add Custom Section to create your own agenda item.
    4. Click Add Tool Section to a Ninety tool to the agenda.
    5. Click and drag items to rearrange the agenda.
  6. Click Save.

 

 
 

Create New Agenda

  1. Click Meetings from the left navigation.
  2. Click the Open Meeting Settings icon.
  3. Choose the correct team from the Team dropdown.
  4. Click the Add Custom Meeting Agenda plus-sign button.
  5. Name the agenda and customize it by:
    1. Toggling on or off listed agenda sections.
    2. Click the pencil icon to edit a section's details.
    3. Click Add Custom Section to create your own agenda item.
    4. Click Add Tool Section to a Ninety tool to the agenda.
    5. Click and drag items to rearrange the agenda.
  6. Click Save.
 
 

 

Add Custom Text or a URL to a Section

You can add pre-written text or a custom URL to a product board, spreadsheet, or any website the team uses. To create this kind of custom page, use the pencil icon to the right of any section and update the rich text window or URL field 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).

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

 

 

Starting a New Meeting With a Custom Agenda

 

  1. Click Meetings from the left navigation.
  2. Click Start Meeting.
  3. Choose the team from the Team dropdown.
  4. Choose the custom agenda from the Meeting Type dropdown.

 

 

 

Customizing Agendas for the Whole Company

To push a custom agenda to all teams, an Admin, Owner, or Implementer use company settings.

1. Click your name from the bottom of the left navigation.
2. Click Company Settings.
3. Click Meetings.
4. Select an agenda from the dropdown or click the plus button to create a new agenda.
5. Click Save.
6. Click More Options.
7. Click Push to All Teams.

Now, all the teams in your organization will have this agenda as a default option for their meetings. Clear and focused agendas are critical for meeting efficiency. Team members should know what to expect when they enter a meeting and how they can participate.

 

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