How to add/edit talking points for the Meetings?

Category: General

Profit.co provides an option to add new and edit existing topics[talking points] before scheduling a meeting.

Why this feature?

  • Profit.co's feature allowing the addition and editing of topics pre-meeting offers enhanced meeting preparation.
  • This ensures focused discussions, timely updates, and organized collaboration, optimizing productivity and decision-making.

Step 1

Navigate to Settings → Meetings from the left navigation panel and switch to the Templates tab.

Here you can add a New Topic as you need.

Step 2

In the initiated new meeting you can see the newly created topic.

Step 3

To customize meeting topics, you have the following options:

  • Utilize the "/" command to access specific features. With the "/" command, you can incorporate Normal Text, Topics, Bulleted lists, Checklists, and Headings of your choice.
  • Format text according to your preferences.
  • Add Dividers to structure the content.
  • Create Tasks as needed and you can associate them with the required workspace and boards.
  • Mention individuals within the meetings using the "@" symbol.

Note: Previously, after scheduling a meeting, editing topics or the meeting template was unavailable. Now, it's possible to select a different template even after scheduling.

Related Answer Post

To learn more about creating a new meeting template, click here.

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