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101 Trackmeet Tips

OK, OK – there aren’t really 101 Trackmeet tips in this article.

The actual number is closer to 10. Actually, it is 10.

Over the course of the next few months, we’d like to assemble 101 tips in aggregate. And the beginning of every journey starts with a single step. So here we go.

1. Assign agenda topic owners

If you’ve built an agenda for your meeting, its logical to think that you might have a few different agenda topic owners for everything you’re going to be talking about.

Tom is talking about the production schedule.

Lucy is talking about marketing.

Vincent owns the budget topic.

Assign each of these respective agenda topics to someone – their owner!

topic-owner
Select the topic owner via the topic options menu.

Once you’ve assigned agenda topic owners, their avatars appear at the bottom right of each agenda topic to denote this.

trackmeet-agenda

2. Take private notes in your meeting

Does this sound like you?

  1. In preparation for your recurring update meeting you like to prepare a set of questions to bring up.
  2. You like to create a set of notes to guide your presentation during a meeting.
  3. During a meeting, you like to take notes you can refer back to in the next meeting.
  4. Instead of bringing things up during a meeting, you like to take things offline. You remember these items via notes you’ve written yourself.

In general, these are probably notes that aren’t really meant to be shared with others – they’re private.

So, make your note(s) private! Tap on the lock icon to hide your notes from others.

private-notes
Blue background = private note, Yellow background = public note

3. Record meeting audio

Interested in maximizing accountability AND creating a more permanent record of what was said? Record your meetings.

Trackmeet includes explicit support for media and supports playback inside the app.

media

You can record audio OR video and attach to your meetings as needed.

4. Share a link to your meeting

There are a plethora of ways you can share a Trackmeet meeting with others.

The easiest? Send them a link or URL. Do so by selecting the “export” icon at the top of your Trackmeet meeting and then “Get link”.

export1

If they don’t have an account – no worries, they can still view meeting content, they just can’t edit or collaborate on anything.

For maximum involvement, get them to sign up for Trackmeet.

5. Display Trackmeet on a TV

We, in fact, do this at Trackmeet HQ.

We’ll bring up Trackmeet on a wall mounted LCD TV and use it to help drive our meeting.

Doing so helps keep us all on track AND allows everyone to see updates to the shared agenda in real time.

Works great for all-day or board meetings too.

tv

6. Add agenda topics for “room setup” and meeting “wrap up”

How many of your meetings actually start on time? Do you spend a few minutes setting up the room, connecting to a conference call # or logging in? How about time at the end to summarize everything?

Block some time in your meetings for room setup and meeting summation. This lets you set aside time for the fixed portion of your meeting while preserving a realistic amount of time to get work done.

Bonus points if you create agenda templates with these topics baked in!

7. Capture action items in-meeting

We’ve simplified action items to make it super easy to add them in-meeting. After all, who remembers these the next day? According to the Ebbinghaus Forgetting Curve, you probably won’t.

Hit “+”, add a description and you’re good! Need to get a little more meta? Add more detail after your meeting has finished.

action-items

8. Create a few agenda templates

We know you have a bunch of recurring meetings on your calendar – you’ve showed them to us and we still can’t believe how many you have each week. 🙂

From bi-weekly 1:1s, weekly project update meetings, board and HOA meetings – you’ve got them all.

And many of them need agendas.

Why not build yourself an agenda template or two? Save yourself the 5-10 minutes it takes to build a new one every.time.you.meet.

templates3
Trackmeet also includes a number of system templates to choose from.

9. Use your smartphone or tablet

The Trackmeet web app is fully responsive – have you taken it for a spin on your mobile device yet?

Now, using your smartphone as a Trackmeet meeting organizer isn’t necessarily the optimal way to use Trackmeet in-meeting. A laptop or tablet is preferred. However, this is a super handy way for attendees to keep synced with your meeting AND write notes or add action items without having to lug a laptop around.

phone

10. Collaborate with your team on the agenda

We’ve seen a A LOT of you doing this very thing – getting the team involved building and preparing for a meeting together using Trackmeet.

This typically involves creating (or reusing!) a skeletal agenda, adding department or contributor notes, maybe including a checklist and attaching some content.

Nothing says meeting preparation like a meeting built together.

 

Phew! Get all those? We’ll follow these 10 tips with another batch in a few weeks.

Published by

Darin Herle

I call Victoria BC home, am a proud father of 2 and husband to 1. Trackmeet co-founder, Cub Scout leader and baseball fan.

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