💡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.

1. Go to the Agendas tab and click "New Agenda"

2. Give the agenda a name (e.g. "Interview")

3. Add agenda items by clicking "+ Agenda Item"

4. For each item, add a title, description, time estimate, and optional checklist

5. You can share the agenda with others in your workspace using the "Share" button

6. 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

1. 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

1. 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.