Get Started with Meetings


Create WorkBoard Meetings to discuss your Objectives, Key Results, Workstreams, Action Items and any work associated with your strategic initiatives.

WorkBoard Meetings integrate with Google Calendar & Microsoft Outlook, so you can create  WorkBoard meetings for all of your calendar events to track your meeting outcomes.

Integrate a Calendar

Learn how to setup your Calendar Integration. While it's not a requirement, it streamlines creating meeting agendas for new and existing calendar events, and we recommend it for an optimal experience. 

Integrated calendar events are automatically pulled into WorkBoard, so all you have to do is create agendas & take notes  – while continuing to manage your schedule on your calendar.

When your calendar is integrated with WorkBoard meetings, you can quickly scan to see which meetings have topics on the agenda to best prepare for your next meeting.


Create Meetings Manually

Schedule one-time and recurring meetings

  1. Click the Create button in the top right corner of the page

  2. Click Meeting and then select from New Meeting, New 1on1, or Meet Now.
  3. Name the Meeting

  4. Add users by typing a team or user name
    Note: When you add a Team, the Team roster appears in the meeting

    Only the Meeting owner or a Meeting Admin can add or remove users
  5. Determine the date, length and recurrence options for your meeting. Select Custom Recurrence from the dropdown to select custom times and dates you'd like to set for the meeting.
  6. (Optional) Add a meeting location and description 
  7. (Optional) Search for and select a workstream to link follow-ups. 
  8. Choose whether to Notify participants to contribute to the agenda 

    Note: WorkBoard Meeting invitations will only be sent if this check box is selected

Once you've created a WorkBoard Meeting and invited your team, it will show up on attendees' My Work calendar as well as on the Meetings page.

Add Topics for Discussion to Future Recurring Meetings

In order to add topics to future Meetings, you must end the current meeting first. Once done, you and the rest of the meeting attendees can add topics for the next recurring meeting. Recurring meetings have the circular arrow icon. mceclip0.png

Meet Now for Ad-Hoc Meetings

Not all meetings are scheduled ahead of time. For those impromptu meetings we still need to capture important topics & takeaways.

  1. Select Meet Now on the Meetings page in order to create an impromptu meeting
  2. Add invitees to the meeting and add topics & takeaways as needed

Reschedule a Meeting

  1. Locate the meeting you'd like to reschedule
  2. Click on the kebab icon at the upper right of the meeting
  3. Click Edit

Adding Topics & Takeaways

  • Topics for Discussion:  Add Team OKRs, Workstreams, Action Items, Attachments and Action Items from previously held meetings or manually entered notes or discussion points for the team.
  • Takeaways: Takeaways are the result of your Topic for Discussion. 

Manually Add a Topic

  1. Click Add topics here 
  2. Click on the checkbox (in the bottom right-hand corner) 
  3. Once added, you can create a Takeaway directly to the right of the Topic

Data-Driven Topics

Click on the Icons to search for and add Objectives, Key Results, Workstreams, Action Items, attachments, or if it's a recurring meeting, Action Items from previously held Meetings.


Make Topics Recurring

In some cases, you may want to add topics to all recurring meetings. 

  1. Add the topics to your Team Meeting that you wish to make recurring
  2. Click on the kebab in the upper right-hand corner and select Make all topics recurring.Screenshot_2023-02-22_at_11.18.25_AM.png
  3. Alternatively click on the kebab next to the topic on the meeting and selecting Make topic recurring.

View Past Recurring Meetings

To view older recurring Meetings, simply navigate to the current or past meeting and use the dropdown to search through the list of previous meetings and the next meeting.


Create Action Items from Topics & Takeaways

WorkBoard gives you the option to convert topics and takeaways to Action Items.

  1. Click on the kebab next to the topic or takeaway
  2. Select Convert to action item

Use Quick-Add Syntax to Create Action Items

You can immediately create & assign action Items to users by using Quick-add syntax:

  • For Assignee: @andrea hothburn@
  • For Workstream (if different than Workstream in Meeting): #Workstream_name#
  • For Date: !Date

Hit Enter on your keyboard to create the takeaway and simultaneously convert it to an Action Item.


Add Smart Bullets to Topics & Takeaways

Visually categorize your list differentiate topics and takeaways from your agenda.

  1. Type in your topic or takeaway
  2. Click on the bullet next to the topic or takeaway and choose a smart bullet



Delete Meetings

Only the Meeting owner and attendees who've been made a Meeting Admin can delete a Meeting. When you attempt to Delete a Meeting you'll receive the following prompt:


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