Meeting Agendas
Jess Mason
Notion.so has as awesome way of displaying/tracking meeting agendas and notes... and if this was in ClickUp, boy would it be amazing! You could even create action items during the meeting that are attached to the meeting + then added to the relevant projects, lists, etc.
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Anthony Painter
Sunsama (https://sunsama.com/) is another app doing daily agendas and meeting agendas well including notes (comments) and tasks attached to the calendar event (Gcal & Outlook). If Clickup had the ability to link a note to a meeting like this then it would mitigate use of other day planner,the agenda/meeting apps IMO.other day planners
Christian Nordtømme
Upvoted.
Also: Take a look at https://fellow.app/ for another example of great way to organize meeting agendas. I particularly like
- how the calendar is integrated: a single column on the left-hand side, listing all near-future meetings, allowing for easily navigating between, and working on, different meeting agendas.
- that all meetings that belong together – because of attendees or recurrence – are organized into "streams".
A ClickUp-version of something like this, could not only include creating tasks/action items directly in the meeting agenda, easily sorted into the correct Space/List, like Jess suggests.
But also …
Allow for agenda templates / dynamic agendas based on certain filters (e.g. Create an agenda with an item for each Task, assigned to NN, that is either overdue or due in the next three days. Or, create an agenda with an item for every List that has at least one Task with the Status "Waiting". Or, for a repeating meeting, create a self-updating agenda with an item for every Space, Folder or List with open tasks….)
Allow for scheduling meetings directly from spaces/folders/lists –automatically suggesting attendees (based on watchers), agenda (based on tasks/lists), and even meeting time (based on ClickUp having access to all attendees calendars).
Nick Potok
John Moore
Would the intent for this work with synced calendar events?
Andreas Pütz
Mindup has also a cool solution for that purpose maybe ClickUp can implement this similarly.
Brendan W
Melinda Byerley
this. I am so sad that notion adn clickup don't integrate.
John R Crowley Jr
Wrike has the ability to associate a folder or task in more than one place. This would allow a person to set up their weekly meetings and associate workspace projects, folders and tasks so they become part of the agenda for the meeting yet those items are still in their respective original locations.
Currently cu has linking tasks and tags but they can not be organized in an organized meeting agenda. They are just sloppily added to the meeting task.
I think this is a key required feature as we get paid to have meeting with clients for the work we do. Therefore cu should consider working backwards from a design perspective starting with the meeting agenda.
For example, here is our agenda for this meeting date:
- Projects and its tasks (located here in the meeting workspace / folder and then also located in their respective original workspace / folder)
I think it is a tagging type association from a programming / design perspective.?
I hope I was able to explain this in words so that you understand.
Samantha Fowler
Totally agree! I do software project and implementation management and much of my time is spent planning/configuring/training my clients on the product. Having the ability to add lists/tasks/etc to a meeting and have a 'running' agenda would be awesome!! ALSO TRACK THE TIME SPENT... using the added lists/tasks/etc on the agenda to track the time.
I struggle with the time tracking since I train on multiple things; jumping feature (task) to feature (task). Have a List/Task level time or a mas select and track time would be great.
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Abdalla Doleh
Oh my God, this is a must have in ClickUp. And the way shown above in the short video is amazing! Right now i am using OneNote from MS to create meeting agendas, minutes and action items. I want to be able to consolidate all of my work within ClickUp and not have to use other tools. It would also be beneficial for actions items to be converted to tasks, sub-tasks or check list items to reduce double the work in having to create them manually.
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