How to create a meeting agenda

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Xenia lets you create meeting agendas from checklists. This helps teams track meeting notes, stay on track, and use their meeting hours more productively. 

To create a meeting agenda in Xenia, head to Checklists from the sidebar menu. 

From here, you'll be able to access hundreds of checklist templates and find one that matches your use case. And of course, you can always create your own. 

Get from Public Template Library

Click on the Public Templates tab to access pre-built Xenia checklists. Use the search bar to find a meeting agenda you're in search of, or use the filters to narrow down your search. You can filter by category and/or industry both. 

If you see a checklist you need, click on 'Save To Library'. This will add the template to your 'My Templates' tab.

Create your own

You can also build a meeting agenda from scratch. Click on 'Create New Template' from the Checklists dashboard. Then, click on 'Build From Scratch' to start with a clean canvas.

Now, it's time to start building. Name your meeting agenda checklist first. 

Xenia offers seven different response types but you can use Text fields to create your meeting agenda. Select the Text field response type to add your first field and click on the Add Step button to keep adding more. 

Here are a few text field examples you can add to your meeting agenda:

- Meeting name: This can be a weekly team syncs or an onboarding with the team. 

- Meeting type: These can be team syncs, 1:1s, performance reviews, brainstorming sessions, or admin interviews.

- Date: Specify date of the meeting

- Link to meeting location (if virtual): Add a zoom link or google meet link if you're hosting a virtual meeting. 

- Link to meeting recording (if virtual): Add the recording link for reference once the meeting is over.

- Objectives: Share objectives in advance.

- Employees in attendance: Specify team members that attended.

- Meeting notes: Add a summary of all the discussion points.

- Next steps: Specify the outcomes and next steps derived from the meeting.

You can also add section headers to better organize your checklists and make it easier for users to interpret them.

Once your meeting agenda checklist is created, you can use Tasks to assign it to a manager who hosts the meetings or to an entire team.

You can also set the task to recur periodically if the meeting is periodic as well. 


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