Guide to get started with Decisions

Decisions Overview

1. Authenticate and Install Decisions

Decisions is made for Microsoft Office365 and can only be used with a Microsoft Work or School account

2. Approve Decisions as an Enterprise Application for your organization

  • Decisions is made to work with the tools you already use, and to take advantage of Decisions you need to enable it as an Enterprise Application in your Organization's Microsoft Environment (Tenant). This allows Decisions to work with your existing calendar, meetings, groups and teams, and make sure that all your data stays within your organization and is stored in your cloud or on your servers
  • For security and data protection reasons Decisions will not work unless it is integrated in your environment
  • The approval and integration is usually completed by the Microsoft Admin in your IT organization, click here to see a more details

3. Create Agenda

    1. Select existing meeting or create a new meeting first
      When you open Decisions, you will see a list of your or your team's meetings, these come  from the Teams/Outlook calendar. To create an agenda, just select a meeting from the list. If you don't see any meetings or you want a different one for testing purposes, create a new meeting in your calendar first.
      Screenshot 2020-10-22 at 17.14.58
    2. (Choose storage location)
      If you created an agenda outside or without specifying a Teams Team/Channel or a O365 Group, you need to select where to store the Agenda details and potential files associated with the Agenda. You can select an existing Teams Team/Channel or O365 group, or you can create a new Teams Team/Channel or O365 Group if you want to test Decisions in a separate location.
    3. Add Agenda Topics and details
      Create your first Agenda, add Agenda Topics and description, set the allocated time, assign presenters and add attachments. 
    4. Save Agenda and/or add more Agenda Topics
      As you build out your Agenda, you can add several topics, assign tags and set the type of an Agenda Topic, this makes it easier to know the purpose and look up past Agenda Topics.

For more detailed explanation on how to create an agenda, go to Decisions for Teams or Decisions Meeting Secretary for Outlook

        4. Share Agenda

          1. Open the notifications panel from the sidebar menu or click the button above your Agenda Topics labeled Notify Attendees
          2. Choose if you want to send the Agenda by Email, post it in the Teams Channel, update the meeting invitation, or all of the above
          3. You can also add a Message and choose to include an agenda summary as well as allowing participants to submit suggestions for additional Agenda topics

        5. Run Meeting

        Before the meeting starts, try creating a Minutes document by clicking the + button above Minutes in the Agenda. You can choose Decisions Meeting Documents Manager for Word or OneNote. If you want to use Tasks, which integrates with Microsoft Planner, we recommend setting this up in advance by clicking the green Tasks tile.

          1. Open the Agenda
            From Decisions, or from link in the Teams Channel, invitation email or calendar.
          2. Create Minutes
            Open a Word or OneNote document from the button in the Agenda, this will allow you to create Minutes in a documented already organized by the topics. You can easily publish the meeting minutes as well as archiving the minutes for later.
            Minutes
          3. Take notes, record decisions and tasks
            During the meeting, take notes in the Minutes document and record Decisions and Tasks.

        6. Follow-up from Meeting

          1. Share Meeting Minutes
            You can share Meeting minutes immediately at the conclusion of the meeting or send out for review before you publish.
            Screenshot 2020-10-23 at 12.24.31
          2. Review past Agendas, decisions and tasks in Decisions
            In Decisions you can see all the information from past meetings, you can use decisions and tasks to manage over time.
            Screenshot 2020-10-23 at 12.24.45
            Screenshot 2020-10-23 at 12.26.08