Customizing a Meeting Agenda

Learn how to create a new meeting type, rearrange or add agenda items, choose a new time frame for sections, and more to customize team meetings.

Written by Tommy Mains

Updated at November 7th, 2024

+ More

Table of Contents

Editing an Existing Agenda or Create a Custom Agenda Adding Custom Text or a URL to a Section Things to remember when adding a URL: Starting a New Meeting With a Custom Agenda Customizing Agendas for the Whole Company

Editing an Existing Agenda or Create a Custom Agenda

Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here.

Editing Agendas

  1. Click Meetings from the left navigation.
  2. Click the Agendas tab.
  3. Choose the correct team from the Team dropdown.
  4. Click the agenda to edit from the list shown.
  5. Customize the agenda by:
    1. Toggling on or off listed agenda sections.
    2. Click the pencil icon to edit a section's details.
    3. Click Add Custom Section to create your own agenda item.
    4. Click Add Tool Section to a Ninety tool to the agenda.
    5. Click and drag items to rearrange the agenda.
  6. Click Save Changes.

 

 
 

Creating New Agendas

  1. Click Meetings from the left navigation.
  2. Click the Agendas tab.
  3. Choose the correct team from the Team dropdown.
  4. Click + Create Agenda at the bottom of the agendas list.
  5. Name the agenda.
  6. Add custom and/or tool sections.
  7. Drag and drop agenda items into the desired order.
  8. Adjust the duration of each item.
  9. Click Create Agenda.

 

 
 

 

You cannot update the Meeting name of a default agenda.

 

 

Adding Custom Text or a URL to a Section

You can add pre-written text or a custom URL to a product board, spreadsheet, or any website the team uses. To create this kind of custom page, use the pencil icon to the right of any section and update the rich text window or URL field accordingly.

Things to remember when adding a URL:

  • The URL needs to be HTTPS (we are a secure site, so the site entered needs to be secure).
  • The URL needs to be public. It cannot be behind a password-protected page (iframe-friendly URLs are recommended).

 

If you see a padlock icon (instead of a pencil icon), the section has predetermined text or functionality that cannot be edited.

 

 

Starting a New Meeting With a Custom Agenda

All your agendas (custom-made included) appear in a list when you're starting or scheduling a meeting. To start a meeting with a custom agenda:

  1. Click Meetings from the left navigation.
  2. Choose the team from the Team dropdown.
  3. Click Start a Meeting.
  4. Choose the custom agenda from the list shown.

 

Customizing Agendas for the Whole Company

To push a custom agenda to all teams, an Admin, Owner, or Implementer use company settings.

1. Click your name from the bottom of the left navigation.
2. Click Company Settings.
3. Click Meetings.
4. Select an agenda from the dropdown or click the plus button to create a new agenda.
5. Click Save.
6. Click More Options.
7. Click Push to All Teams.

Now, all the teams in your organization will have this agenda as a default option for their meetings. Clear and focused agendas are critical for meeting efficiency. Team members should know what to expect when they enter a meeting and how they can participate.

meeting planning customize agenda personalized schedule meeting organization agenda customization customize meeting agenda add agenda item meeting with custom agenda add project board to meeting agenda add website edit agenda create new agenda edit l10 edit quarterly edit annual custom change agenda agenda company agenda

Related Articles