Teamspective's Discussions module allows you to prepare for and keep track of decision making in meetings. Whether it's a 1-1 discussion or a team meeting you can use agenda templates to quickly prepare for a meeting. Notes of your conversation can be stored into the Discussion timeline to help keep track of progress.
Read more to learn the essentials of using Discussions and making your meetings more effective.
Creating a Discussion timeline
Click the Add discussion button on your My Discussions page to create a new discussion timeline.
You can add a name for your discussion and select the participants. The host can edit participants afterwards as well if there is a need to include someone into the discussion timeline.
Each participants will be able to add notes and comments to the timeline, get notifications of activity in your discussion and be able to read all the notes and comments.
Add multiple participants when creating a timeline for your team.
Adding Notes and leaving comments
Click the Add note button to create your first agenda or start documenting notes from your meeting.
Notes can be launched, viewed and edited by all participants. Each note can be edited for 7 days after it has been initially created. New notes will appear at the bottom of the page creating a timeline of your documented discussions. This allows you to easily scroll back to what was discussed or decided in the past.
Note templates can be created by workspace admins to help prepare and document notes from specific meetings such as development discussions or compensation reviews.
Each Note can also be commented separately at any time. This is handy for leaving suggestions or feedback related to the agenda or discussion notes.
Connect your Discussion to Slack
By connecting your Discussion to Slack, Teamspective will automatically create a private Slack channel for all participants in your Slack workspace.
All activity notifications, created notes and comments will be sent to this channel to help stay up to date. You can comment any note in the Slack thread and it will automatically populate into Teamspective.
Comment in Slack thread:
Same comment populated to Teamspective:
Creating Discussion templates (Admin)
A workspace admin can create and edit Discussion templates for the organization. Start creating your first template by clicking Add template on the Discussion templates page.
We encourage using our extensive formatting features to create visually appealing and quickly understandable agenda templates.
If you have longer instructions for the participants, we suggest to document them behind a link and only add the link to the beginning of the template. These templates should act as meeting agendas and memos.
