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 plus icon to create an agenda
Note: If you have synced your Google calendar to Pathlight, you can select the Calendar tab to see calendar events. You can then select a calendar event to create an agenda.

4. Select a template from an existing agenda or create a new agenda

5. Add topics

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

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

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


To notify the participant that the agenda has been created, select the three dots and select the Share with participants button.

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

Agendas make weekly team meetings easy to prepare for and document. You can ask your team to answer questions before the meeting begins, and 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 the Calendar tab to see calendar events. You can then select a calendar event to create an agenda.

4. Select a template from an existing agenda or create a new agenda

5. Select Edit

6. 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. 

7. Add topics

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

9. (Optional) Select the edit button to add a section to the agenda


To notify your team that the agenda has been created, select the three dots and select the Share with participants button.

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. 




FAQ

Why am I seeing "No Data" in my agenda?
If one or more of your metrics in your agenda is showing "No Data," it's easy to address. There are a few reasons why this might be happening:

  1. The embedded metric in the data is being attributed to a team member who actually has no data currently for this metric. In this case, no action from you is required, because "No Data" is accurate.
  2. The metric is not attributed to the correct person or team. For example, if a manager is having a 1:1 meeting with a director, the metrics should be reflecting the team's performance. To make sure the metrics are attributing correctly, simply click the Filter button in the top right corner to edit the metric attribution.

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

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