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Building and managing Agendas

Building and managing Agendas

The Agendas tab is where you create and manage the templates that shape your team's meetings. Every meeting starts from an Agenda, and the Agenda determines which sections the meeting will include and the order in which they'll be run.

How it works

The Agendas tab shows all of the existing Agendas for the team. From this view, you can:

  • Open an Agenda to view or edit its contents
  • Delete an Agenda you no longer need
  • Create a new Agenda for a new type of meeting

Each team comes with a default Weekly Team Meeting Agenda as a starting point, with options to create more for different recurring sessions.

The default Weekly Team Meeting

Every team includes a built-in Weekly Team Meeting Agenda out of the box. It contains a description and the following step flow:

  • Icebreaker
  • KPIs
  • News
  • To-dos
  • Issues
  • Conclude

You can use it as-is, modify it to fit your team's needs, or use it as a reference when building new Agendas of your own.

Create a new Agenda

  1. Open the Agendas tab.
  2. Click Create Agenda.
  3. Enter a name for the Agenda when prompted.
  4. You'll be sent to the Agenda creation menu, which contains a description field and the list of Agenda steps.
  5. The new Agenda starts blank — add steps one at a time to build out the meeting flow.
  6. Save the Agenda when you're done.

You can edit any Agenda's description and steps at any time, so you don't need to have the full flow worked out before you start.

Step types

When building an Agenda, you choose from a set of step types. Each step type defines what happens during that section of the meeting.

Icebreaker

Quick warm-up to connect the team.

Shows all the attendees on screen, prompting each one to speak up in a randomized order. Use this at the start of a meeting to get everyone engaged.

KPI

Review the scorecard and KPI.

Opens the KPI tab inside the meeting, so the team can review and update KPIs without leaving the session.

News

Share company and customer news.

Opens the News tab inside the meeting, so updates and announcements can be discussed together.

Issue

Identify, discuss, and solve the biggest issue.

Opens the Issues tab inside the meeting, giving the team a place to work through obstacles in real time.

Rock

Check progress on long-term Rocks.

Opens the Rocks tab inside the meeting, so quarterly priorities can be reviewed and updated.

OS Toolbox

Teach or reinforce a process from your playbook.

A space for reviewing processes from your organization's playbook. There is no dedicated view for this step at the moment.

To-do

Capture action items and owners.

Opens the To-dos tab inside the meeting, so action items can be captured, assigned, and checked off as the conversation happens.

Conclude

Wrap up, recap, and rate the meeting.

The closing step of the meeting. It contains two parts:

  • Attendee scores — the host rates each attendee on a 1–10 scale, with optional feedback. These scores feed into the average scores graph in Past Meetings.
  • Meeting notes — a notes section for final thoughts, decisions, or follow-ups. You can also paste a transcript here to have it automatically summarized, including after the meeting has ended.

Most meetings should include a Conclude step. For the full walkthrough of how the Conclusion runs during a meeting, see Using the Meetings tab.

Custom

Start from scratch.

A blank step you can use for anything an Agenda doesn't otherwise cover. There is no dedicated view for this step at the moment.

Best practices

  • Start from the default Weekly Team Meeting Agenda and adapt it to your team rather than building every Agenda from scratch.
  • Place the Icebreaker at the start and the Conclude step at the end — they're designed to bookend the meeting.
  • Build separate Agendas for different recurring meeting types (e.g., weekly check-ins, quarterly planning, retrospectives) rather than overloading one Agenda.
  • Keep Agendas focused. Adding too many steps can make meetings drag — only include sections the team will actively use.
  • Revisit your Agendas periodically and remove or rearrange steps as your team's meeting rhythm evolves.

Things to keep in mind

  • Every meeting requires an Agenda to start, so the Agenda you build directly shapes what happens in the meeting.
  • Step types like KPI, News, Issue, Rock, and To-do connect directly to those areas of the team, and changes made during the meeting save in real time.
  • OS Toolbox and Custom steps don't have a dedicated view yet, so they work best as discussion-led sections.
  • The default Weekly Team Meeting Agenda is editable like any other — you can adjust it instead of creating a new Agenda from scratch.

Related articles

  • Using the Meetings tab
  • Using the Team Dashboard
  • Track team KPIs
  • Using the Issues tab
  • Create and manage Rocks