Agendas are meeting notes - a place where all the Wins, Questions, and Discussion topics live! We love them and we use them daily to keep track of what needs to be done and what we achieved in the previous week.
Here is how you can create an agenda for your client meetings:
1.Scroll down to your Events block, then click on the New+ button:
2. This will take you to the create New Event pop-up window. You can edit the Title, Description, Date and time for the meeting/event. Additionally, you can set up frequency if you toggle on the Repeat Event at the bottom:
3. Next, click on Additional data:
4. Pick the agenda template that you want to have for this particular meeting:
5. Additionally, you can also put in your Zoom link, teams link, or Google meet under Call link:
Once done, click on Create new Event.
Now you and your clients can see the agenda before the meeting starts, add your Wins, Questions, Meeting topics, and have a structured and organized meeting.
If you need any further assistance or you have additional questions, feel free to contact us at [email protected] or inside the platform by clicking on the chat messaging bubble in the lower right corner.