Advanced Settings (Meeting-specific)

Adjust additional meeting options

To edit the Advanced Settings of a meeting

  1. Click Meetings from the left side menu.
  2. Click the three vertical dots to the right of the meeting.
  3. Click Advanced settings.

Important Advanced Settings Information

These settings will be locked from changes while the meeting is running.


To change the order of a meeting's agenda, click and drag the six dots to the left of an agenda item.

To delete or edit the Section title, type, or duration, click the title of the agenda item. The Delete Section button is located at the top right. Click the yellow save button at the bottom right. 

To add a new Agenda Item click the yellow plus button at the top right of the Edit Sections screen. Add a Section title, type and duration. Use the External Link field to add the URL of a website. 

Below are the type of sections available for a Weekly Meeting and 1-on-1 Meeting.

  • Segue
  • Key metrics
  • Quarterly Goals
  • People Headlines
  • To-Dos
  • Issues list
  • Conclude

Important Meeting Agenda Information

Each meeting needs a Conclude section or the meeting will be unable to be concluded. 

Each Agenda Item above is included by default in a Weekly Meeting. 

The 1-on-1 Meeting has the following agenda by default:

  • Check-in
  • Issues List
  • Conclude

Adding in more than one section of each of the following does not create a new unique agenda item, it duplicates the existing agenda item: 

  • Key Metric
  • Quarterly Goals
  • People Headlines
  • To-dos
  • Issues list

External Link

  • Link an outside website as an agenda page. Typically this only works for the G-Suite products (Google Docs, Sheets, etc.) We cannot guarantee this option will work for other URLs.
  • This is a great option if you need to show a second Key metrics in your meeting.
  • Provide a Section title and duration, and then include the URL. For example: 

Important External Link Information

Whoever is looking at this link in the meeting through the external page, has to be logged in to whichever account the document is linked to through that same browser through another tab, ie. the Google account. 

The permissions from the Google document apply to whoever is logged in looking at the document. 

  1. Here are a few steps that might help when sharing a Google product: 
  2. Update the access by clicking the Share button at the top right of the document. 
  3. Manage access - Change link sharing to 'anyone with a link can view' and click save. 
  4. Go to File - Embed.

Turn on 'enable embedding' and copy the Embed URL into the URL area of the External Page settings. 

Be careful with some browser extensions, they may prevent the External Page from loading properly. Blocking cookies, specifically third-party cookies, may prevent the external document from displaying. Please check with your IT department prior to making browser security changes. 

The External Page does not link to other areas of (ie. Context-Aware To-Do™ or Context-Aware Issue™).


Key Metrics

It is optimal to have the Metrics column highlighted set to whichever week you'll be reviewing during the meeting, which allows you to create a Context-Aware To-Do™ or Context-Aware Issue™ off of the week you are reviewing. In most cases regarding the key metrics, the previous week's results are reviewed during a meeting, because that's the week you have data from.


The settings in this section allow you to edit the audio and visual feedback during a meeting.

Meeting Summary

If you have someone who is not part of your meeting or account, that would like to receive a post-meeting email summary, simply add their email. You do not have to include any current meeting attendees.

Remove an email and click Save when it no longers needs to receive the meeting summary.

Archive Meeting

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