MGR360 BETA TESTING
This week, we’re going to see how to use the Meetings function of MGR360.
It’s important to run your most critical meetings—weekly team meetings, 1-on-1s, goal-setting meetings, and more—on a steady, consistent cadence. That’s exactly what we’re going to do this week, making sure you’re covering all the bases when it comes to key interactions with your team.
Let’s get started!
Important things to note about meetings:
- Meetings scheduled from MGR360 are automatically synced with Outlook.
- Outlook meetings show on the Meetings page in MGR360.
- You only see your meetings in MGR360.
If you run into any problems during this week and need assistance, please use the yellow Intercom button within the app to start a chat, or email us at firstname.lastname@example.org.
Watch the video below, or see text instructions further down the page.
Once you are done, please submit feedback here.
The Meeting Page
Once you navigate to the Meetings page, you’ll be shown a dashboard that shows the meetings you have planned for the week. This includes meetings scheduled in MGR360, as well as meetings from Outlook.
Setting a New Meeting
Setting the core team meetings in MGR360 helps you to ensure that you are not neglecting the key cadences with your team members. If you want to schedule a new meeting, you’ll select Schedule Meeting.
You will select a meeting type:
- 1-on-1 – Individual meeting with a single employee
- Team – Full team meeting for information sharing
- Goal Setting – Intended for a specific discussion around identifying and setting goals
- Goal Review – Intended to review progress against goals
- Stand-Up – Quick check-in related to specific initiatives/efforts
- Performance Review – Discussion on performance feedback
If a 1-on-1 and Team Meetings are NOT set, MGR360 will generate alerts via the dashboard and virtual assistant. These alerts are based on the cadences defined in Settings.
You will then enter in the meeting’s Subject & Purpose. This describes the objective of the meeting, helping to align expectations on what the outcome of the meeting should be.
There is also space to enter an agenda. You’ll continue to enter the remaining fields by selecting the team members (from your team), adding additional participants, setting the date and time, and then saving.
Once saved, the meeting will appear on the grid, as well as be updated on your Outlook calendar. If you want to update a meeting, you simply select the meeting from the grid and the details card will open for you to edit and update. Any changes are automatically synced back to Outlook.
As mentioned above, the Virtual Assistant will alert you when a particular cadence has not been met.
Lastly, if you are a manager with a large number of meetings you can sort and filter your meetings to view what’s most important at the moment.
Congratulations, you are now a meetings expert and can manage your core cadences successfully in MGR360.
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