Get immediate access to the agenda, attachments, time tracker and voting - by adding Decisions to your Teams meeting
Add Decisions to your meeting
- Create and send the meeting and invite at least one participant
- Outlook: Select "Teams Meeting" from the top bar (creating a Teams meeting link)
- Teams: Automatically adds a Teams link when sending an invite from inside the app
- Click or right-click the meeting inside Teams and then click Edit
- Click on the "+" at the top of the invite to add a new tab
Tip: You can find the + button for a meeting from Calendar view or Chat view
- Search for "Decisions" and click Add
- Name the Decisions tab
- [authenticate to your Decisions account]
- Start creating the agenda
Tip: Make sure you have the new meeting experience enabled in your Teams native instance (Teams Settings > General > Turn on new meeting experience)
Add an existing Decisions agenda to your Teams meeting
- Find the meeting in your Teams calendar
- Click or right-click on the meeting and then click Edit
- Click the + button in the navigation tab
- Find Decisions and click Add
- You will now see the agenda you created
Automatically add Decisions to your meeting side panel
When the Agenda is created from Decisions in the Teams personal app, Teams channel tab, or from Outlook. The Decisions agenda will be automatically added to the meeting as long as following criteria are met.
- Agenda is published
- The meeting is a supported meeting
- Your organization has approved or re-approved the latest Decisions enterprise app permissions(After March 2021)
Create the agenda from Decisions Meeting Tab
- Create the meeting and add Decisions to a virtual meeting
- Quickly create agenda topics by entering a title and hitting enter and use edit mode to add the topic description, type, time and presenter
- Store and share the agenda
- When you select Share agenda, you will be prompted to select the group/team and channel on SharePoint where you want to store the agenda and attachments
Tip: When creating an agenda from the Decisions Meeting Tab, your agenda will be shared in the meeting chat and not in the Team or Channel you selected.
Agendas and attachments will be accessible for that Group/Team and Channel in SharePoint. Notify participants about the agenda via email or the related Microsoft Teams channel through the Decisions application.
- Add files by dragging them to the open agenda topic or select the three dots (...) for a specific topic and to add a file or link
Run your meeting with Decisions in the side panel
Open the Decisions Agenda
- Click Join, after you have added Decisions tab and created agenda for a meeting
- Click d in the top navigation bar
- The agenda will be displayed in the right side panel and you can view details and attachments for each agenda topic
Who can access Decisions in the sidepanel
- Users who can access:
- Colleagues and members of your Teams channel
- Users with an account in your Microsoft Active Directory
- Guests who have been invited to your Teams meeting as a member
- Users who can not access:
- External guests: Users who are invited to the Teams meeting, but are not a member of your Team or your company's active directory
- Regular meetings: All events created from Outlook (with Teams link) or from Teams with at least 1 participant, in addition to the organizer
- Recurring meeting series: Meetings set with a periodic cadence. Navigate through the meetings series from Agenda view, and add new agendas to future meetings or look up minutes from past meetings
- Not Supported
- Channel Meetings: Meetings created in Teams, where the channel is added to the event
- Group Chat: In a group chat, you can't add the Decisions tab without creating the event from the calendar and inviting all participants to the meeting
- Virtual Meetings in browsers: Microsoft Teams new meeting experience is not available for in-browser meetings
Delete or rename tab
- Go to the Chat app in Teams sidebar
- Find the chat for the meeting or meeting series you want to edit the tab for. An easy way is to search for the meeting name in the chat list.
- In the meeting view from the chat, right-click on the Agenda tab and select Remove or Rename
Troubleshooting: The new functionality does not show up
- Do you have the new meeting experience enabled in your Teams native instance?
(Teams Settings > General > Turn on new meeting experience)
- Is there at least 1 participant invited to the meeting?
- If you sent the invite from Teams, did you close and open the calendar details screen again?
- Is the meeting a Teams meeting? (e.g., does it have a Teams meeting link?)
- Is it a channel meeting? Channel meetings are not currently supported.
- Was it a meeting scheduled previously? Customers have reported that meetings scheduled in the past are occasionally not supported in new meeting experience.
Need help? Contact us
Get Decisions for Microsoft Teams
Not yet a user of Decisions for Microsoft Teams? Download it today from Microsoft AppSource.