Topics
Adding a Topic
Any participant in the meeting can add agenda items to the meeting. A timestamp will show when the item was added.
Editing a Topic
The owner of an agenda item can edit it. A timestamp will show when the item was edited. To make edits, or delete, access the three dots.
Deleting Topics
The owner of an agenda item can delete it from the meeting agenda. This action is permanent and cannot be undone. Agenda items cannot be deleted from past or archived meetings.
Completing a Topic
Any user in the meeting can mark any of the agenda items in the meeting as completed. This will be done through the circle bubble to the left of the agenda item.
Changing the Order of Topics
Users can drag and drop to change the order of their agenda items within a meeting using the dots to the left of their agenda items.
Agenda items that are marked private cannot be reordered, these items will always be at the bottom of your agenda. This is because other users in the meeting can also reorder agenda items, but are not able to see your hidden agenda items, which makes the order of them difficult to manage in relation to the items that are visible.
You will be able to identify which items are private by the eyeball icon to the right of the agenda item.
See below for more information on private agenda items!
Agenda Item Actions
Make Private
To make an agenda item only visible to the creator of the agenda item, you will select the eyeball icon when setting up your agenda item.
When an agenda item is private, all comments associated with the topic are also hidden from other users. However, changing an agenda item from private to public does not automatically make all the comments public.
Private Agenda Items cannot be re-ordered unless amongst other Private Agenda Items.
Clicking the eyeball icon again will make the agenda item public (at which point you can re-order)
Can be performed only by the creator of the agenda item
Make Recurring
Make an agenda item recurring and added to all future meetings by clicking the cycle icon when creating this agenda item
Comments made to recurring agenda items are NOT copied to future meetings.
This function can be performed by any user in the meeting.
This will disable the carryover functionality while active
End Recurrence
Carry Over to the Next Meeting
Copies the agenda item and associated comments to the next meeting in the series. This action makes a fully separate copy of the agenda item (they are NOT linked). If the user performs this action multiple times, the agenda item will be copied multiple times
Can be performed by any user in the meeting
Can not be performed on recurring Agenda Items
Convert to Action Item
Creates a draft of action out of the agenda item. The user must click the “Add Item” button in the Action Items panel to save it.
By default, the action item is assigned to the person performing the action but can be changed by the user before saving it.
Within a 1:1 meeting, only the two people in the 1:1 are available to be assigned the action item.
In a team meeting, any person in the Org can be assigned an action item.
Action items made within your meetings can be seen within your own action items section in Leadr.
Action Items can be made by any user in the meeting
Bookmark for Reflections*
Adds the Meeting and Agenda Topic as an available selection for reflections during a review
Can only be done in a 1:1 (recurring or one-time) in an organization with reflections enabled. (If you are unsure if you have reflections enabled, feel free to reach out to our support team and ask!)
Only the creator of the Agenda Item can bookmark currently
Actions on Past-Meeting and Archived-Meeting Agenda Items
Action | Past Meetings** | Archived Meetings |
Add Agenda Item | Yes* | Yes* |
Edit Agenda Item | Yes* | Yes* |
Delete Agenda Item/Comments | No | No |
Mark Completed | Yes* | Yes* |
Rearrange Agenda Items | Yes* | Yes* |
Make Private | Yes* | Yes* |
Make Recurring | Yes | Yes |
Make Action Item | No | No |
Copy Over to the Next Meeting | Yes* | Yes* |
Bookmark | Yes | Yes |
*Timestamp will indicate when the change was made (currently change includes ANY change, even non-text)
**A meeting instance moves into “past” status once 12 hours have elapsed. This does not apply to the Make Action Item, which moves into past status immediately. See the note above on Make Action Item for an explanation.
Permission for performing Agenda Item Actions
Action | Creator | Organizer | Admin | Other |
Add Agenda Item | Yes | Yes | Yes | Yes |
Edit Agenda Item | Yes | No | No | No |
Delete Agenda Item/Comments | Yes | Yes | Yes | No |
Mark Completed | Yes | Yes | Yes | Yes |
Rearrange Agenda Items | Yes | Yes | Yes | Yes |
Make Private | Yes | No | No | No |
Make Recurring | Yes | Yes | Yes | Yes |
Make Action Item | Yes | Yes | Yes | Yes |
Copy Over to Next Meeting | Yes | Yes | Yes | Yes |
Bookmark* | Yes | No | No | No |
*Bookmark will only be available in a 1:1, and it also requires that reflections be enabled for the organization. Speak with your Customer Success Manager or reach out to our Support team for more information on Reflections.