Understanding Meeting Series #
A Meeting Series is a recurring set of meetings between specific individuals. It serves as the central hub where all work, progress, and shared information lives.
Why Meeting Series Matter #
- Each series contains the company goals, initiatives, tasks, resources, and progress tied to that group of participants.
- Every time you open a meeting in the series, the same information appears, ensuring consistency and accountability.
- It keeps work organized and secure — only those invited to the series can access its information.
Examples #
- Advising Meeting: A recurring series (e.g., twice a month) between an advisor and business owner.
- Leadership Team Series: All leaders track goals, initiatives, and progress in their dedicated series.
- Functional Teams: Sales, marketing, or production teams can each run their own meeting series tailored to their objectives.
Security & Access #
- Individuals not invited to a series cannot access its content.
- Information can only be shared by pinning it into other meeting series where participants have access.
Flexibility #
- Meeting Series support recurring cadences (weekly, monthly, etc.) and also allow one-off meetings to be added to the sequence when needed.
- Each instance of a meeting can be documented, keeping a detailed record of progress and decisions.
Best Practices #
- Use Meeting Series to centralize all collaboration and planning for a team.
- Align initiatives and tasks with the series they belong to for visibility.
- Build separate series for leadership, departments, or cross-functional groups to keep information relevant.
Support #
For more information on creating or managing a meeting series, visit the Support Desk inside Propel Your Business. If you can’t find an answer, log a support ticket for direct assistance.