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Recurring Meetings

Meetings

Notes

People

Backend

Explore

Recurring Meetings

bring continuity to your standing agendas

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hand-crafted by

Morning Strategy⁠

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for the

Coda Guild library⁠

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Coda Guild www.codaguild.com⁠

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Info & Setup

Your recurring meetings should be linked to each other - for example, a staff 1:1 has continuity to it. You’re likely to cover a similar set of topics in each meeting - standing topics.

This tool supports you in making sense of those recurring conversations. You can create recurring meetings with standing agenda topics, and make notes that are linked across topics.

Note: if you see an open button, like

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, use it instead of the standard open row button (it’s setting values in the backend)

Setup

delete all existing data to get started (

Settings⁠

)

go to the

People⁠

page and add yourself and anyone else from your team

later on, you’ll be able to see all your notes here as well

go to the

Meetings⁠

page and add

Meeting Types⁠

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the recurrence interval triggers an automation to create a new meeting

Use the button on

Meeting Types⁠

to create the 1st meeting

add agenda topics

when you mark one as a Standing Topic, the topic will reappear in the next meeting recurrence

when it’s time for a meeting

open the meeting

open the first agenda topic

write notes within the agenda topic as record of what you discussed, what’s important to you. each attendee can create their own notes, and you can toggle to see all creators’ notes

use the top navigation buttons to move to

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topics

The last meeting of any type will be used as the template for the next recurrence. Changing the standing items or timing will be passed to the next meeting.

The

Notes⁠

page is a good place to check out all notes related to a meeting or agenda topic (use the filter bar to find what you’re looking for)

lock the

Meetings⁠

page if you want to prevent people from adding ad-hoc meetings that way

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check out the build vid on YouTube:

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Loading youtu.be⁠

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People⁠

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Meetings⁠

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Notes⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.