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Weekly Team Meeting Template
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Weekly Team Meeting Template
Welcome!
Weekly Meeting
Meeting Schedule
Highlights
OKRs
Portfolio Updates
Pipeline Summary
Gratitude Wall
Topics
Notes Archive
Setup
Roster Setup
Meeting Schedule Setup
Highlights Setup
Gratitude Setup
OKR Setup
Portfolio Updates
Pipeline
Topics
Setup
Meeting Schedule Setup
How the Meeting Schedule works
Auto Add Highlights
An Automation pushes the row’s button, which adds rows for Personal and Professional highlights to the
Our Highlights
table and checks the
Highlights Added
box column.
Auto Add Topics
If Topics are listed in the
Topics
table they are added to the bottom of the
Weekly Meeting
page.
Pre-Fill Date
Adds text from the
Topics
column to the
Weekly Meeting
page one day before the
Meeting Date
Highlights Added and Topics Added
Boxes are checked after the automation adds new rows to the
Highlights
table and adds any listed topics to the Topics table in the Weekly Meeting page.
Meeting Schedule
Meeting Schedule
1
Date
Lead
Topics
Auto Add Highlights
Auto Add Topics
Pre-Fill Date
Highlights Added
Topics Added
Mark Added
Date
Lead
Topics
Auto Add Highlights
Auto Add Topics
Pre-Fill Date
Highlights Added
Topics Added
Mark Added
1
3/31/2020
Marie Vail
End of Q1, Retro on Q1 OKRs
Add Highlights
Add Topics
3/30/2020
Highlight Added
2
4/7/2020
Jenna DeWright
Celebrate April birthdays, Discuss Q2 OKRs
Add Highlights
Add Topics
4/6/2020
Highlight Added
3
4/14/2020
Marco Landers
Add Highlights
Add Topics
4/13/2020
Highlight Added
4
4/21/2020
AJ Frances
Add Highlights
Add Topics
4/20/2020
Highlight Added
5
4/28/2020
Amanda Leon
Add Highlights
Add Topics
4/27/2020
Highlight Added
6
5/5/2020
Damien Rogers
Celebrate May birthdays
Add Highlights
Add Topics
5/4/2020
Highlight Added
There are no rows in this table
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