To understand how recurring meetings work in AgreeDo, you first need to understand how meetings work in general in AgreeDo.
The first step to prepare a meeting with AgreeDo is to create an agenda and send it to the attendees of the meeting. During the meeting, you can add new items and comments, so you have your meeting minutes ready at the end of the meeting.
Usually, the next step is to create a follow-up meeting (there’s a button on the top of each agenda to do this). This allows you to take the items from your meeting minutes to the agenda of a new meeting. So you can keep the points which should be followed-up or discussed again, and you can drop the issues which are resolved or don’t need further discussion.
One very important thing to know is that tasks created in one meeting and copied to the follow-up meeting are linked to the two meetings. So if you add comments to the task or change its progress, it will show up in both meetings. This even works if you have a task in more than two meetings in a row. You will always see the latest status of a task.
So here’s how you can handle your recurring meetings within AgreeDo:
- Prepare your agenda with all the important topics once
- During the meeting, take your meeting minutes
- After the meeting minutes are finished, create a follow-up meeting, import all topics to be discussed regularly
- Continue on step 2.