Add and manage discussion points

After scheduling a meeting, organizers are redirected to the meeting details page, where you can add discussion points.

Adding discussion points helps set a clear agenda, enhance collaboration, save time, keep meetings focused, and ensure productive discussions.

All participants can add discussion points to a meeting, ensuring alignment with everyone’s expectations while enhancing transparency and teamwork. Participants can also view and contribute to discussion points by adding their input.

They can add discussion points, add notes, and attach images, files, or documents to a meeting, enhancing clarity and comprehension. Visual aids provide additional context, support key points, and help participants better understand each other.

Perform the following actions as required:

• Add discussion points, either manually or using a template.
• Manage discussion points if required.
• Add and manage notes for each discussion point.
• Add attachments to the meeting.

Navigate to the Candy  Box on the left pane and select Meetings.

1. Go to My Meetings on the left pane.

Add discussion point manually

You can manually add discussion points as required.

  2.   Go to the Discussion Points tab and click Add discussion point.

  3.   Type the discussion point and click outside the field to save it.

  2.   Type the discussion point and press the enter key on your keyboard.

Below every discussion point, you can click  Discussion point to add another discussion point.

Add discussion point from template

You can create an agenda template to add discussion points from them or use existing templates. Learn more in Create and manage agenda template.

  2.   Click Add agenda from and select Agenda Templates.

To use existing templates:

  3.   At the top right, click the View By drop-down and select an option as required.

• Org Templates: Created by your organization’s admin.
• Engagedly Templates: Scientifically curated topics recommended by Engagedly  
• My Templates: Created by you.

  4.   Click a template and then click Use Template at the top right.

By default, all discussion points in the template are selected. Deselect any if required.

Magage discussion point

After adding discussion points, you can manage them if required.

• Click the discussion point to edit it.
• Hover over the discussion point and then click the Pin Icon to pin it at the top or Delete Icon to remove it.
• Drag the Six-dot Icon to reorder the discussion point.
• Select a discussion point to mark it as complete. A completed discussion point appears with a strike-through.
• Deselect a discussion point to mark it as pending.

After pinning a discussion point, click the Pin Icon again to unpin it.

Add attachments

  2.   Scroll down to the bottom of the page.

  3.   Click Attach, select a file, and click Open.

If a discussion point is not marked as complete, it remains visible in the next recurring meetings. Learn more in Add previously unchecked discussion points.

You can also add discussion points from other modules. Learn more in Add discussion points from other modules.

After adding a discussion point, you can add a section to it that helps organize topics, keep discussions focused, and make meetings more structured and efficient. Learn more in Add and manage section to a discussion point.