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.
Table of Contents
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.
Edit Agenda
- Click Meetings from the left navigation.
- Click the Open Meeting Settings icon.
- Choose the correct team from the Team drop-down.
- Choose the agenda to edit from the drop-down.
- Customize the agenda by:
- Toggling on or off listed agenda sections.
- Click the pencil icon to edit a section's details.
- Click Add Custom Section to create your own agenda item.
- Click Add Tool Section to a Ninety tool to the agenda.
- Click and drag items to rearrange the agenda.
- Click Save
- (Optional) to push this agenda to all teams
Create New Agenda
- Click Meetings from the left navigation.
- Click the Open Meeting Settings icon.
- Choose the correct team from the Team drop-down.
- Click the Add Custom Meeting Agenda plus-sign button.
- Name the agenda and customize it by:
- Toggling on or off listed agenda sections.
- Click the pencil icon to edit a section's details.
- Click Add Custom Section to create your own agenda item.
- Click Add Tool Section to a Ninety tool to the agenda.
- Click and drag items to rearrange the agenda.
- Click Save
1.
|
|
2.
|
|
3.
|
|
4.
|
|
5.
|
|
6.
|
Updating a Default Agenda
You cannot update the Meeting name of a default agenda.
Add 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
- Click Meetings from the left navigation.
- Click Start Meeting.
- Choose the team from the Team drop-down.
- Choose the custom agenda from the Meeting Type drop-down.