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Initiatives

Initiatives are comprehensive, long-term goal that is broken down into multiple projects. Each project acts as a distinct component of the overall initiative, and every project can have its own set of tasks.

Meetings Overview

Meetings are designed to ensure all participants can contribute collaboratively while maintaining a focus on measurable outcomes. This article covers the basics of most meetings you’ll interact with.

Roles Overview

Roles are crucial in [brandname]. New users should take the time to thoughtfully define the skills and responsibilities for each role. A well-considered role setup not only improves the accuracy of performance reviews but also streamlines permissions and custom configurations across the platform.

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

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 […]

Follow the Leader

Stay in sync with your meeting facilitator by using our “Follow” option. With the Attendee Follow Options and Agenda Tracking features, you can effortlessly follow along with key discussions and […]

The Segue

*Note: by default this section is named Segue; it can be renamed in Meeting Settings. This section includes a space for a virtual meeting link so remote attendees don’t have […]

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 […]