Turn Meetings into Action with the New Meeting & Agenda Management Solution

I'm curious to really get walked through how this is unique and helpful beyond traditional meeting note blueprints.

Thanks for sharing. Gives me good ideas for my team and planning for future team meetings.

We even set up an CIT for this to run some automations on Meetings!

Question: You mentioned (and demoed) that you can create a calendar entry with just one click. Is this type of feature live across the platform? I tested it now (as well as double-clicking into a date, right-clicking a date, etc.) with no success.

Feedback: There was a really good Product Feedback post that I saw and upvoted the other day and I think it would be so helpful in use cases like this. It was about being able to cross-tag dashboards to multiple spaces, just as we can do with items like tasks/folders/projects. I love this whole template and setup, but things get really cluttered when we have to make multiple duplicates of things like tools. If we could cross-tag, it would be less things for managers to inherit (and therefore need to cleanup) if ever a team member leaves. In this case, it would be cool to cross-tag these dashboards to other people's Personal spaces so that they can remain confidential. 

Paula Barrientos It might be because it's early and my brain isn't firing yet, but curious what you are thinking with time-blocking for agenda items?  Thank you!

Matt Allen Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Matt Allen Wrike Team member Become a Wrike expert with Wrike Discover

I really appreciate how this helps organize meetings without relying on additional tools. Being able to designate presenters and monitor follow-up actions right within Wrike could significantly enhance team accountability. Adding the option to allocate specific time slots for each agenda item would be a great improvement too!

Build agendas collaboratively = music to my ears. Also really like assigning the action items live during the meetings to ensure accountability.

I have not seen this in Motion yet but it looks like it would be great! 

Can this one and the Team Management solution get added to the form so we can learn more?

Alex Jimenez hello :) It seems that "Meeting & Agenda Management Solution" is not added to the form yet, so I just selected another one.

I really like the features this offers and I'm looking forward to seeing this in action. However, it would be an adjustment to implement this as we are currently using other tools in meetings.

Interesting use case! So would managers benefit from a single 1:1's tab of their dashboard or one tab per direct report with the parameter set to that person's name?

Excited to build a team dashboard for tracking department and meeting task follow ups!

I appreciate the integration of several needed resources for team meetings. I wonder if the one-time setup for 1:1s could be automated - or we just walk through it together. 

I love the dashboard layout examples from the video, really helpful to see actual examples. The ability to create folders/tasks from blueprints and make them recurring makes tracking 1:1s so much easier. 

I really like the dashboards created for tracking meetings. I already implemented some CITs, agendas, and automatic emailing of recaps for our team meetings. I would benefit from being able to do 1-on-1's as well!

We struggle to organise our team meetings since there is so much work to do.  Maybe this could help push us forward in the right direction

This looks great.  I like the layout of the manager dashboard.  Great to have 1:1s tracked in Wrike confidentially as we've found that often these conversations and action points aren't tracked.  Separate to this but related to meetings - at the moment my team are loving the ability to create subtasks from action items listed within the description of the meeting task.

Very interesting template!

We've already started to do similar things, but this takes it to the next level. My question is can this have an integration with your outlook calendar? 

Nice idea but does not work as Wrike is too expensive for the whole company. So only project managers and team members of technical projects use it. So no solution for the company and we stay with a meeting minute database which fits to meetings very well.

Hi Russell Sprague and Nikos Taskos 🙋🏻‍♀️ You should now be able to find the "Meeting and Agenda Management" and "Manager Toolkit" solutions in the request form. Please check and let me know! 😊

Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Basudha Sakshyarika Wrike Team member Become a Wrike expert with Wrike Discover

Hello Daisy Hibbard, managers would benefit from a single 1:1 dashboard. They can use parameters like assignee to filter out the other team members. Each direct report will have their own 1:1 dashboard, keeping things private.

Hello Anna Giacobbe , thank you for your feedback and question. In the calendar view, Wrike automatically assigns start and end dates based on where the task is first placed, as shown in the demo. I understand your concern about duplicates becoming cluttered. In this case, though, managers only need to share the “My Follow-Up” dashboard once. Each team member can then duplicate it into their personal space, giving them flexibility to adjust location parameters without affecting the main version. If the dashboard is shared across multiple spaces, the parameter settings remain linked, meaning any change will apply everywhere it’s shared.

Hello Christy Flater, thank you for your comments.
Since Wrike doesn’t manage time-based scheduling, an Outlook integration would create all-day events. 

Florian Gascho could you share more about your automation?