How to Create a Weekly or 1:1 Meeting

 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.