This guide will help you effectively utilize the Meeting Agenda Template to streamline your meetings, improve productivity, and ensure seamless follow-ups. Follow these steps for the best results.

You can easily access your meetings, tasks, and RSVPs from the dashboard:

Notice: The RSVPs banner is linked to the RSVP database so, it actually works as a button.

Pre-Meeting Preparation

Setting Up a Meeting

1. Click on the "New" button.
2. You will get a “New Meeting” page:

1. Fill in the basic details.
2. The toggle lists help you with all the important details for your meeting, from preparation to follow-ups. Feel free to modify them to fit your needs.
3. Define the Agenda. List each agenda item with corresponding:
   • Discussion points
   • Responsible person
   • Allocated time
4. Use the pre-set agenda structure or customize it to fit your needs:
   • Example: Add/remove sections like "Brainstorming" or "Decision-Making."
5. Assign Pre-Meeting Tasks. ****Use the Pre-Meeting Checklist section to prepare:
   • Review previous meeting minutes.
   • Prepare and share the agenda.
   • Assign roles (e.g., facilitator, note-taker).
6. Assign pre-meeting tasks in the Tasks Database:
   • Add tasks like preparing reports or presentations.
   • Assign team members and set deadlines.
7. Use the RSVP section to send the meeting invitation.

Since an RSVP is a “special” database itself, you have to duplicate the database for each new meeting.