Simply click the ‘Action’ button on the ‘Meetings’ tab to create a new 1:1 or team meeting. You can then determine the name of your meeting, the participants as well as the length and frequency of the meeting.
When you click on the ‘Create a new meeting’ button, you will be prompted to link your meeting with a calendar event. If you wish to skip this step, simply disable the ‘Sync with an existing meeting in a calendar’ option. However, if you would like to link the meeting to an existing calendar event, you can choose from a drop-down list of your recurring calendar events to link:
If you choose to integrate your meeting with an existing calendar event, the name of the meeting, the participant list, and the time, date, and frequency of your new meeting in Leapsome will be automatically added according to the calendar event setup.
If you don’t want to sync with an existing calendar, you can proceed by disabling the sync button, as mentioned above. In this case, you will need to add a meeting name to proceed.
You can have several meetings with the same person. Make sure to be specific and concrete about the title here to avoid confusion.
When you click 'Create meeting', in the meeting window that opens, you will see a section to add talking points and action items; you can search for past meetings, view the participants’ goals as well as receive feedback. You can also take meeting notes.
You can use an existing meeting template for the newly created meeting. To do this, click the edit button (gear icon) > 'Select meeting section template' > 'Save settings':
Alternatively, before clicking on 'Create meeting', you can modify the template by clicking on 'Select template or modify agenda'.
In the 'Agenda' section you can find shared ready-to-use templates, and mix and match questions as your meeting template:
If you create a recurring meeting, the new meeting instance gets automatically created 8 hours after the start time of the meeting. For example, if your meeting starts today at 8:00, the new meeting instance will be created at 16:00 on Leapsome.
Start adding talking points
Talking points are things that you want to talk about during your meeting. For example, you could add things like ‘Discuss the budget,’ ‘Plan a team event,’ or ‘Review marketing material.’ You can define whether you want a talking point to be private (visible only to you) or shared (visible to you and the person you’re meeting with) - sharing talking points allows you to create alignment even before the meeting. You can edit, delete, or re-arrange these at any time before the meeting takes place.
Additionally, you can also now tag meeting participants in relevant talking points, comments on talking points, as well as in the shared notes section of the meeting. This will send a notification to the participant/s visible in the ‘Notifications’ section of their home dashboard, which will direct them to the relevant point in the meeting.
You can also customize in the meeting settings tab whether you would like unchecked talking points to be carried over into the next meeting or not.
Customize your meeting structure
Sometimes you want extra structure for your meetings - you can therefore add sections or questions (such as "What are current roadblocks?") to guide your meetings. This can either be done for each meeting individually in 'Settings' within the meeting or - if you are an admin - in the Meetings module via 'Templates' for the entire company. Admins can define one or more meeting templates that can be shared with all employees. Also, managers (or anyone else) can define their own templates, but these can not be shared.
Read more about meeting templates here.
To find out more about running an effective and engaging meeting, check out Leapsome's playbooks and blogs.