Skip to main content

Creating and Customizing Meeting Agendas

Learn how to 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

How to Create and Customize Meeting Agendas with Ninety

Editing any of our custom agendas or creating your own is a powerful way to make your meetings work for your team.

Companies on the Essentials plan and above can customize their default Weekly Team Meeting (WTM) agenda at the team level. Companies on the Accelerate or Thrive subscription tiers can also create their own custom agendas from scratch and access/modify other default agendas, such as Quarterly Planning meetings. Coaches and partners who have customized agendas in Partner Hub can push them to their clients on the Accelerate or Thrive tier.

Note: Ninety ships a default Weekly 1-on-1 agenda for recurring 1-on-1s: Segue (3), Scorecard (3), Rock Review (5), To-Do List (2), Issues (15), and Conclude (2) — 30 minutes in total. Select it in Meetings → Agendas on the Accelerate, Thrive, and Legacy plans. On Essentials, create the two-person team and edit that team's Weekly Team Meeting agenda instead, adjusting each section duration. The 1-on-1 tool itself holds Quarterly Reviews, Annual Reviews, and Fit Check — it has no meeting agendas.

Editing an Existing Agenda or Creating a Custom Agenda

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

Editing Agendas

  1. Click Meetings from the left navigation.

  2. Click the Agendas tab.

  3. Choose the correct team from the Team dropdown.

  4. Click the agenda to edit from the list shown.

  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 Changes.

The Agendas tab in the Meetings tool showing a list of agendas for the selected team

Creating New Agendas

  1. Click Meetings from the left navigation.

  2. Click the Agendas tab.

  3. Choose the correct team from the Team dropdown.

  4. Click + Create Agenda at the bottom of the agendas list.

  5. Name the agenda.

  6. Add custom and/or tool sections.

  7. Drag and drop agenda items into the desired order.

  8. Adjust the duration of each item.

  9. Click Create Agenda.

The custom agenda editor showing section names, durations in minutes, and visibility toggles

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

Adding 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).

  • Many websites disable iframe embedding for security reasons. If your link fails to load, please contact the website owner and ask them to allow content to be embedded by “*.ninety.io” (this is Ninety's web domain).

Note: 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

All your agendas (custom-made included) appear in a list when you're starting or scheduling a meeting. To start a meeting with a custom agenda:

  1. Click Meetings from the left navigation.

  2. Choose the team from the Team dropdown.

  3. Click Start a Meeting.

  4. Choose the custom agenda from the list shown.

Customizing Agendas for the Whole Company

An admin, owner, or implementer should use company settings to push a custom agenda to all teams.

1. Click your name at 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.

Frequently asked questions (FAQs)

I'm on Essentials — can I change my meeting agenda?

Yes. Companies on Essentials and above can customize their team's default Weekly Team Meeting (WTM) agenda: toggle sections on or off, change each section's duration, add custom or tool sections, and reorder items. Creating a brand-new agenda from scratch and accessing or modifying other default agendas, such as Quarterly Planning, requires the Accelerate or Thrive plan.

Related Articles
Did this answer your question?