Add a goal to meeting

The goal creator, assigner, or owner can add the goal to a meeting so you can discuss its progress with stakeholders or team members.

📒Note: The “Add to Meetings” option is available only if your organization has an active subscription to Engagedly’s Meetings module.

⚠️Warning: You cannot create meetings unless your organization integrates Engagedly with Google or Microsoft Calendar. Contact our support team to configure the calendar integration.

Navigate to Apps > Goals.

Open the goal you want to add to a meeting.
Click the Overflow Menu at the top right of a goal.
Select Add to Meetings.

4. Do one of the following:

Add the goal to an existing meeting:

1. Hover over the meeting.
2. Click Select and click Add.

Create a new meeting:

1. Click Create Meeting at the top right.
2. Complete the meeting details and click Save. For more information, refer to Create a meeting.

(Optional) Click the Calendar icon to filter meetings by date range.

📒Note: When you add a goal to a meeting, the goal is added as a discussion point that is visible to all meeting participants.