Meetings - Import a Meeting Agenda

The WizeHub gives users the ability to maintain a default list of repetitive agenda items so they can be imported into meetings without manually adding recurring agendas into future meetings. 

Your WizeHub comes with a pre-defined list of default meeting agendas that have been linked to meeting templates. You can import pre-defined agendas one-by-one or import a template. 

To learn how to create a default agenda, refer to Meeting Agendas & Templates.

To learn about importing templates, refer to Meetings - Import a Meeting Template.

Import a Meeting Agenda 

Go to Execute > Meetings 

1. Click on '+Add meeting'
   
   
    
2. Add a meeting title e.g. Board Meeting
3. Select a meeting date.  
4. Select a category (optional).
5. Include additional attendees (optional). Select Viewer or Editor access for each attendee. 
6. Click on 'Add'.
   
   
    
7. Click on the meeting hyperlink (or the view icon) to access the meeting. Right click to open the meeting in a new chrome tab. 
   
   
    
8. Click on '+Add agenda item'.
   
   
    
9. Click on 'Import meeting agenda'. 
   
   
    
10. Select an agenda from the dropdown list e.g. Quarterly Goals. 
    You can select more than one agenda and import them all at once. 
11. Select an agenda owner. 
    The owner will be assigned to each agenda item. The owner is responsible to lead the completion of the agenda items. Each agendas can be re-assigned to other team members later.  
12. Leave the status as 'Not started'.
13. Select a due date to be assigned to each agenda item (optional). 
    The due date can be assigned later.
14. Click on 'Create'. 
     
     
15. Your meeting agenda has now been added to the meeting.