💡How to Add an Agenda
Purpose
The purpose of this guide is to provide instructions on how to create customizable agendas in Sessions and add them to meetings and sessions. Agendas help keep meetings organized and focused.
Also see: How to Add an Agenda in Sessions
Procedure
The step-by-step procedure outlines the process for making a new agenda, adding agenda items, sharing the agenda, integrating it into a session, navigating through it during a meeting, and setting it up to auto-populate for certain session types.
Go to the Agendas tab and click "New Agenda"
Give the agenda a name (e.g. "Interview")
Add agenda items by clicking "+ Agenda Item"
For each item, add a title, description, time estimate, and optional checklist
You can share the agenda with others in your workspace using the "Share" button
To add an agenda to a meeting:
Start an instant session or schedule a session
Click "Add Agenda"
Select your agenda from the list (it can be filtered to "All" or "Shared with you")
Confirm to add the agenda to the meeting
As host, you can navigate through agenda items and mark them complete during the meeting
Other participants can view but not edit the agenda
Turn on transcriptions to save a transcript linked to the agenda
To auto-add an agenda when someone books a meeting:
Create an agenda template
Add it to a Session calendar event type
When someone books that type of session, the agenda will be automatically added
Product
The end product is a customized agenda that can be added to Sessions meetings and sessions. The agenda provides an organized structure, time estimates, checklists, and post-meeting transcripts. It helps keep meetings on track and focused. Participants can view the agenda during the meeting, while the host controls navigation and marking items complete.
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