Agendas help you hold collaborative, data-informed, structured meetings consistently. With Agendas, you can automatically embed key performance metrics, and easily keep track of discussion topics, assigned tasks, and notes. Save time by creating templates for recurring meetings and track your 1:1s and team meetings over time to up-level performance. 

Key benefits of Agendas:

  • Google calendar integration
  • Easy collaboration
  • Automatic data embeddings (just like in Messages)
  • Action item tracking

How to create an agenda for a one on one meeting

With Agendas you can ask questions and share topics before your one on one meeting begins. You can also embed personal data to share relevant metrics to review. 

1. Go to the navigation bar and select the Agenda icon

2. Select the date box if your meeting is on a future date

3. Select the plus icon to create an agenda
Note: If you have synced your Google calendar to Pathlight, you can select a scheduled meeting to create an agenda.

 4. Add a title

5. Add meeting participant

6. Select meeting duration 

7. (Optional) Select a template to pre-populate the agenda

8. Add a topic

9. Add a task (any tasks assigned to the other meeting participant will automatically pull in from your running task list as well!)

10. (Optional) Select the edit button to add a metric to the agenda

11. (Optional) Select Add Section to add a metric to the agenda


You’re all set for your one on one meeting. If you need to change the date or add a participant, you can edit the agenda details with the edit button.


How to create an agenda for a team meeting

With the Agendas you can ask your team questions for them to answer before the meeting begins. You can also embed team data to share relevant metrics to review as a team. 

1. Go to the navigation bar and select the Agenda icon

2. Select the date box if your meeting is on a future date

3. Select the plus icon to create an agenda
Note: If you have synced your Google calendar to Pathlight. You can select a scheduled meeting to create an agenda.

4. Add a title

5. Add each of your meeting participants.
Note: You can not add your team as a participant. You will need to add each team member individually. 

6. Select meeting duration 

7. (Optional) Select a template to pre-populate the agenda or create an agenda on the fly. 

Note: When you add a template that has a metric section make sure to add whose data should populate the agenda with.

8. Add a topic

9. Add a task

10. (Optional) Select the edit button to add a metric to the agenda

11. (Optional) Select Add Section to add a metric to the agenda

You’re all set for your team meeting. If you need to change the date or add a participant. You can always edit the agenda details with the edit button.


How to connect your calendar

You can sync your Google calendar to Pathlight and create agendas for meetings already scheduled on your calendar.

1. Go to the navigation bar and select the Settings icon

2. Select Data Integrations

3. Select “Connect Google” under the Communication Section

4. Once you select Connect Google you will be rerouted to the Home page

5. Confirm connection by following steps 1 - 2 to navigate back to the Data integrations screen. 

You will also notice a new section called “From your calendar” in Agendas, that automatically pulls in all your meetings. 



How to create an agenda template

Save time by creating an agenda template for recurring meetings. You can add different sections to your template to automatically populate recurring discussion topics and performance metrics you’d like to review. 

1. Go to the navigation bar and select the Settings icon

2. Select Message templates

3. Select New Template

4. Add a Title for the new template

5. Select the Agenda category

6. Select “Add a section”
Note: A section will contain either an embedded performance metric or a recurring topic (e.g., “What was your biggest challenge from the last week?). 

7. Select Metric or Text

Metric - This will create a section for a metric, which includes a graph and a leaderboard for the metric.

Text - This will create a section for the text title you add. This can be used to ask a question for participants to answer via the comments.

10. Select Save
Note: When you create a template it will default to private. In order to share the template with your team make sure to check off the “Make Public” check box.

11. You can access the newly created template under the Template section when creating a new agenda

Still have a question? Send a message to our Pathlight support team using the chat in the bottom right corner.

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