Creating a Meeting Series #
A Meeting Series organizes recurring or one-off meetings so all initiatives, tasks, and goals remain tied to the right group of people.
Step 1: Navigate to Meetings #
- Go to the left-hand navigation bar and click on Meetings.
- This opens your Meeting Dashboard where you’ll see:
- My Meetings → meetings you are invited to.
- All Meetings → (if you have permission) view all meetings across the organization.
Step 2: Add a Meeting Series #
- Click the Add Meeting Series button in the top right corner.
- Enter the following details:
- Attendees – select who should be in the meeting.
- Virtual or In-Person – if in-person, add a location.
- Meeting Link – add your preferred video conference link (and save as a default if you like).
- Backup Link – optional extra in case your primary link fails.
Click Next to move forward.
Step 3: Set Meeting Cadences #
- Define how often the meeting will occur:
- Example: Every Wednesday at 11:15 AM for 60 minutes.
- You can add multiple cadences within one series.
- Example: A team may meet Wednesdays at 11:15 and Fridays at 11:15.
- Add as many repeating cadences as needed.
Step 4: Add One-Time Meetings (Optional) #
- If you’re meeting outside the regular cadence, you can still create a one-off meeting inside the same series.
- This keeps access to all initiatives, goals, and resources tied to that group.
Step 5: Review and Save #
- Your new meeting series will display:
- Name of the meeting
- Attendees
- Cadence(s) and One-time meetings
- Next scheduled meeting date/time
When it’s time to start, simply click the meeting from the dashboard, and you’ll enter the agenda with all connected resources.
✅ Best Practice Tip:
Use meeting series for each group (e.g., leadership team, advising sessions, department teams) so work, tasks, and goals stay organized and secure.