Meetings | Sections, Topics, Action Items, and Templates

Create and Edit an Agenda Section

Agenda sections are the top level of organization for a meeting agenda. Create an agenda section to house both agenda items, then comments underneath agenda items.

1. Select the small arrow to the right of "+ Add Topic" to create an agenda section

2. Enter your agenda section title, and mark the section as recurring using the 2 arrows, if desired. Save the section to add it to your agenda.

3. Add up to 25 individual sections per agenda, with up to 20 agenda topics in a section
4. Click the 3 dots to the right of the agenda section to edit your agenda section title, add an agenda topic underneath the section, mark the section as recurring/end the recurrence, or delete the section

5. Once agenda topics are added below a section, you can expand and collapse the section via the arrow to the left of the section title. You will see how many topics are completed vs how many topics there are total in the number there.

Create and Edit an Agenda Topic

Agenda topics are the middle level of organization for a meeting agenda. These can be housed underneath agenda sections. Comments can live underneath each agenda section as well.

1. To create a standalone agenda topic, select "+Add Topic"

2. Type in your agenda topic. Here, you can use the bar above the agenda topic to format the topic, include a hyperlink, or add a fun emoji
3. Add up to 25 stand-alone agenda topics, or host 20 agenda items underneath each agenda section

3. To hyperlink, highlight the specified text, click the hyperlink button, and paste your URL in

4. Below the text box, you can mark the topic as recurring using the two arrows, mark the topic as private using the eye icon, or add an attachment using the paperclip icon. Private topics are only visible to the person who wrote the topic, unless they mark the agenda topic as not private later on. Save the topic to add it to your agenda. To learn more about attachments, please visit our attachments article here

5. Click the 3 dots to the right of an already created agenda topic to edit the topic, make it private or public, mark the agenda item as recurring/end the recurrence, convert to an action item, or delete the topic

Create and Edit Comments

Comments are the lowest level of organization for a meeting agenda. They live underneath agenda topics.

1. Underneath an agenda topic, select "+Add Comment"

2. Type in your comment. Here, you can use the bar above the comment to format, include a hyperlink, or add a fun emoji. You cannot mark comments as recurring, but you can mark comments as private.

3. Select the 3 dots to the right of a comment to make it private/public, edit the comment, or delete it

Rearrange an agenda

1. Hover over an agenda section or agenda topic to view the cluster of 6 dots to the left of the section or topic. Click and drag using these dots to rearrange an agenda

2. To move an agenda topic into a section, click and drag that topic over the section. You will see a dotted line surrounding the section to indicate that this topic is moving there.

Create and Use Topic Suggestions

1. Topic suggestions differ between 1:1 meetings and team meetings. To create a topic suggestion for a 1:1 meeting, start in a 1:1. To create a topic suggestion for a team meeting, start in a team meeting
2. Start by clicking the Topic Suggestions button in the top right corner of your agenda

3. Click topic suggestions to view topics and templates in the following categories:
   1. My Topics - Create and Manage your own topics and templates. These are only visible and available to you
   2. My Org -Now editable only by org admins! Craft and control topics and templates for the entire organization or mark topics and templates as "Managers Only."
   3. By Leadr - A topic bank curated by the team here at Leadr to get you started.
   4. *By Patrick Lencioni - Topics suggested by or aligned with principles from Patrick Lencioni and the Table Group.
4. To add a new template, select "+New Private Template", or if you only want to add a specific question, select "+New Topic"

5. Create your template title, then add topic sections or agenda topics as covered in the beginning of this article. Select 'Save Private Template' to add this template.

6. To add a single topic, scroll all the way down to Individual Questions and select "+New Topic"

7. To add all agenda sections/items, select "+Add All" next to a topic suggestion template
8. To add a single agenda topic or suggestion, hover over a single item and select "Add" to just add this individual item to your agenda

8. View the tabs at the top of topic suggestions to view topics curated by your organization and topics curated by Leadr. Leadr Advantage customers will have a fourth tab here of topics curated by Patrick Lencioni

Create Action Items within a Meeting

1. To create an action item within a meeting, scroll to the bottom of the meeting and select "+ Add Item"

2. Create your action item, then save. View Create an Action Item for more details on how to create action items.
3. This action item will appear in subsequent meetings in this series. You can view all open and completed action items in the action items section below the agenda.

With real-time meetings, users can:

• See an indicator when others are also viewing the agenda so they can see who is attending the meeting
• See when another user is adding a new topic or comment, and immediately see that update on their agenda
• Get immediate updates when another user edits, completes or changes the privacy settings on an agenda item or comment
• See when other users are rearranging agenda topic

Create an action item from an agenda item or comment

1. Click the three vertical dots to the right of the action item or comment
2. Select "convert to action item"

Attachments

For a step-by-step guide to attach files to agenda items, please visit this article to learn more.

Leadr Advantage

Leadr Advantage will also see the Working Genius Team Map in all Tactical Team Meetings.

Video Walk-Thru

If you or your team have any questions, reach out to our support team for on-the-spot assistance via chat or email to support@leadr.com