How to Edit the Meeting Agenda

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The regular Weekly Agenda includes the following:

Check-in
Goals
Metrics
Headlines
To-dos
Issues
Wrap-up

To Access the Edit Pages section

Click the Meetings list from the left-hand menu.
Then either hover over the meeting name and click the three dots, or open the meeting and click the three dots next to the Agenda.
From the menu, select Edit Meeting.

Agenda Order

Click and drag the move up/down control.

Timer

Click the agenda item, then update the timer on the right-hand side.

Delete Agenda Item

Click the Trash button on the right of the item you want to delete

Add New Agenda Item

Scroll to the bottom and go to the + Add meeting section.
Click any of the additional agenda items you need (External Page, Notes Box, Whiteboard, and Title Page). Below is a preview of each option:

External Page – Add a link or URL to display a website within the meeting. Note that not all links can be embedded, as some sites restrict embedding. This can also be used to share documents such as Google Docs or presentations.

Notes Box – A space for adding personal notes during the meeting.

Whiteboard – A visual space for drawing and presenting ideas.

Title Page – A section used to create a separate heading or segment within the agenda. Links cannot be added in this section

Important Agenda Information

Each meeting needs a Wrap-up section or the meeting will be unable to be concluded.
The default Weekly Meeting agenda includes the Check-in, Metrics, Goals, Headlines, To-do List, Issues, and Wrap-up.
The default 1:1 Meeting includes the Check-in, To-dos, Issues, and Wrap-up.

Adding in more than one Metrics, Goals, Headlines, To-dos, or Issues page does not create a separate set of items, it just duplicates the items if they are already part of the Agenda.

There can only be one page for the Metrics, Goals, Headlines, To-do lists, and Issues in a meeting. See below for additional options.

Title Page:

Similar to the Check-in page, but allows for a Subheading.

If one needs to include a link to an outside site from within the meeting, you can include that here. Give the page a Title, and include one of the following in the Subheading:

Use this to have a clickable link: <a href="https://YourSite.com " target="_blank">See Document Here</a>

Notes Box:

Populates a screen-size note-box during the meeting. Workspace tiles are not available for this Notes Box.

External Page

Link an outside website as an Agenda Page. Typically this only works for the G Suite (Google Docs, Sheets, Forms, etc.) We cannot guarantee this option will work for your desired link

This is a great option if you need to show a second page for Metrics in your meeting

Important External Page Information

Please check with your Information Technology department prior to making file and browser permission changes.
An External Page link will need to be shared directly (Restricted), by the organization, or by 'Anyone with the link'. Google Drive share permissions can be viewed here: Https://Support.Google.Com/Drive/Answer/2494822.
If not shared by 'Anyone with the link, the user will need to be logged into their Gmail account in the same browser to view the External Page.
Google Drive permissions (Viewer, Commenter, Editor) apply while viewing the External Page.
Blocking browser cookies, specifically third-party cookies, may prevent the external document from displaying.
Some browser extensions may prevent the External Page from loading.