How do I use Group Agendas as an Employee?

Use a group agenda to coordinate with others in your organization. Try it out for a team meeting, project planning, or any group of users that you would like to keep connected.

Anyone in your organization can be added to a shared group agenda, not just your direct team.

Open the Group Agendas Page

Click on the TEAM option in the Global Navigation menu. Then click on the Group Agendas option and select the option to Create a Group Agenda.

Group Agendas landing page

In the main landing for the Group Agendas area you will be able to Share an Agenda [1], View an Agenda [2] that has already been setup, or view the Settings [3] for an existing Agenda

Create a Group Agenda

Here you will be able to add a Title [1], Invite Attendees [2], and include a message [3]. After this has been filled out you can send the invitation [4] or cancel it if needed.

Viewing your Group Agenda

When you view an agenda, you will see the following information. Here you can adjust the Agenda settings [1], see existing sections [2], and create a new section [3].

In the existing section, you will see Agenda Items [4] have been created, tasks created [5], and who that task is assigned to. You also have the ability to add new agenda items [6] and new task items [7]. You can add a due date to the task, delete it, or archive it [8].

There is an option to archive the entire Group Agenda [9].

The Complete Agenda [10] option will allow you to complete all existing sections within the agenda while still leaving it open for use.

Note: At this time, there is no option to delete the agenda.

Complete Agenda

Using the "Complete Agenda" option, this will take all existing sections of the agenda and set any existing talking points to archived. You can review the notes within that talking point by selecting the Look Back option [1]. You can also continue editing all items within the agenda.

When selecting the Look Back option a box will pop up with the notes for that talking point. Once done reading the notes listed you can select the Done button to close that window.

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