It’s easy to get started!
This article describes how to create a meeting agenda with a Decisions Meeting Secretary for Outlook. If you want to learn how it is done in Teams, then check out this article.
Step I: Launch Outlook on desktop or the web
Step II: Create a new or open an existing meeting
Fill out the meeting details, including the date, start and end times, and subject
Step III: Click on the Decisions Meeting Secretary add-in
From there, the agenda builder will open.
First, you’ll select the Office 365 Group for the meeting (read more about Microsoft Groups and their role in Decisions) and then create the agenda. Drag and drop agenda items if you need to rearrange the agenda.
- Give each agenda item a title and allocate the amount of time needed
- Select a presenter from the Group or add a guest presenter
- Include a description and attach relevant materials
- Add hashtag(s) to easily find related topics later
8 tips to build an effective meeting agenda
Step IV: Publish the agenda
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- Agenda Link: A link to the agenda
- Agenda Summary: The current agenda topics, along with the agenda link
- Meeting Book Link: Option only available if Meeting Book is created. The Meeting Book is a complete compilation of the agenda and attachments into a consolidated PDF that can be shared with meeting participants.
Select which options you want to include in the meeting description
You can publish the meeting with a blank agenda and attendees can suggest their own items.
Step V. Send the meeting request
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Tip: Take minutes
Once you're ready to start the meeting, click the "minutes" tab from the agenda to create the minutes template using OneNote or Word.
Learn how to create meeting minutes in Microsoft Word
Learn how to create meeting minutes in Microsoft OneNote
You can also capture decisions and tasks through the smart-text recognition feature in the minutes, or record them directly from the agenda in Teams.
Not yet a user of Decisions Meeting Secretary for Outlook? Get it today from AppSource.
