Meetings – Docs

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Meeting Methodology

From meeting management to project management; employee engagement to performance reviews, Performance Scoring, is your go-to source to connect your people to the organization and the organization to its people.

Meeting Notes

offers a truly flexible add-on to Meetings called Meeting Notes which serves as an open-field of rich-text editing. Meeting Notes are much like a shared document, but they are specific […]

Initiatives, Projects, & Tasks in Meetings

In , your Initiatives, Projects, and Tasks can be inserted into any Meeting in order to make them a separate item on the Meeting Agenda. You can easily add any […]

Create a Meeting

You almost certainly have some meetings already on your calendar. You can easily re-create them here. To create a new meeting, go to My Meetings, and click the Create New […]

Meeting Invitations

Once a new meeting is created and you’ve selected individuals that should attend, each individual has the option to accept, maybe accept, or reject the invitation. If the individual rejects […]

Running a Meeting

Let’s assume you already have some meetings created, by you or someone else, and the agenda items are set. Let’s run through how your meeting will run in . Before […]

The Segue

Every meeting includes a Segue section at the beginning of the meeting agenda. This section includes a space for a virtual meeting link so remote attendees don’t have to go […]

Meeting Sticky Notes

In the Segue portion of your meeting, you’ll see a little button on the right titled “Add Sticky Note.” Clicking that button adds a digitally-editable sticky note to your meeting. […]

Discussion Topics in Meetings

In a productive meeting, the greatest value comes out of discussing challenges, coming up with solutions to those challenges, and then breaking those solutions into actionable tasks assigned to responsible […]

Vote to Prioritize Meeting Topics

Allow your meeting attendees to vote to prioritize meeting topics Prior to and during a meeting, attendees and guest users may input their own Questions, Challenges/IDS, as topics for discussion. […]

Invite Guests to Meetings

Meetings are not just for internal meetings. Meeting Creators can also invite guests from outside the organization to attend their meeting — no login required! Guests do not have to […]

Meeting ScoreCard

When objectives or objective categories are added to your meeting agenda, you’ll see a new agenda item called “ScoreCard”. When you get to that part of the meeting, you’ll see […]