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How to Create a Weekly or 1:1 Meeting

 

Important Information

Meeting creation is a one-time setup. Meetings are meant to be reused each week.

Only supervisors and account admins have permission to create meetings.

     Steps to Create a New Meeting in Bloom Growth


    1. Navigate to the Meetings List from the left navigation bar.

    2. Click the “+” (plus) icon to create a new meeting.

    2. Name your meeting under the General section.

    3. Select a Meeting Type:

    • Leadership

    • Departmental

    • 1:1 Meeting

    • Other

    4. Choose an Agenda Type:

    • Weekly Meeting: Includes Check-In, Quarterly Priorities (Goals), KPI (metrics), Headlines, To-Dos, O&O (Issues), and Wrap-Up..

    • 1:1 Meeting: Includes Check-In, To-Dos, O&O (Issues), and Wrap-Up..

    5. Add Attendees: Select the users who will participate in the meeting.

    6. Edit Meeting Permissions for each attendee:

      • Can View: User can view meeting content.

      • Has Full Edit: User can create and edit content.

      • Is Admin: Can edit content and adjust meeting settings. Recommended for meeting leaders.

    • Add Non-Attendees (Optional):
      You can grant access to users who are not part of the meeting but need visibility, such as supervisors or higher-level managers.

    8. Once everything is ready, click Save Meeting. You can begin adding content immediately from the meeting itself or via the Meeting Workspace.