Meetings
Pre-defined agendas are configured via Meeting Types. The agendas may also have pre-configured detail.
All Meeting Templates require a Meeting Type & Content Group relationship. To get started, click on Meeting Types
Click New
Enter a Name and click Save. If the meeting type is not ready to be active, then deselect this checkbox until ready.
Click on Create new Template
Enter a name for the template. Be advised that this is the name that the users will see when creating a meeting. In addition, set a sequence in which this template will be displayed. It is recommended to set increments of ten so that future templates may be inserted if needed. Click Save Template when ready.
The Template Editor allows for inserted agenda items. These will automatically be made available when creating the meeting for the user. In this example the Name should be entered for the agenda item. Comments allow for additional detail to be pre-configured, such as bullets, links, bolding, etc.
After a template has been created, it should be selected for that Meeting Type.
After Meeting Type and template(s) have been configured, the Content Groups need to be set. Not all users always share every Meeting Template so it is important to ensure these are linked correctly.
It is a best practice to test the configuration. In this example, three templates have been created for the Business Health Meeting Type. The Business Health Intro is selected.
The agenda items (aka meeting items) are sequenced in this example and also illustrate pre-configured bullet points for action items & next steps, a best practice to follow for most meetings.