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Help Center
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Meeting Planner
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Back to home
 1. Help Center
    
 2. Features
    
 3. Meeting Planner

 * Getting Started
   
   * Intro to Decisions
   * Installing Decisions
   * Organize a Meeting & Create Agenda
   * Run a Meeting
   * Meeting Roles & Access
 * Features
   
   * Meeting List
   * Agenda Builder
   * Agenda sub-items
   * Comments
   * Manage Participants
   * Tasks (Microsoft Planner)
   * Logging a Decision
   * In-meeting Experience
   * Meeting Minutes
   * Meeting Engagement Score™️
   * Time Tracker
   * Meeting Book
   * Meeting Planner
   * Ordered Speaker List
   * Meeting Feedback Score
   * Functionality
   * OneDrive
   * Recurring meetings
   * Delegate Access & Shared Calendar/Mailbox
   * AI tools (MeetingCulture.ai)
 * Premium Features
   
   * eSignature
   * Secure Voting
   * Case Submission
   * Annotations
 * Apps & Add-ins
   
   * Decisions for Teams
   * Decisions for Outlook
   * Decisions Mobile Apps
   * Vote Now for Teams
   * Speak Now for Teams
 * FAQ
   
   * FAQs
   * Using Office 365
   * Account
   * Customization
 * Admin
   
   * Initial setup and Configurations
   * Settings and Customizations
   * Requirements
   * Admin Portal
   * Microsoft Intune
   * Microsoft App Source / Marketplace
 * Security & Trust
 * Use Cases
   
   * Public Meetings
   * Executive Assistant
   * Admin
   * Meeting Attendee
 * Product Updates


DECISIONS MEETING PLANNER


THE DECISIONS MEETING PLANNER ALLOWS YOU TO MOVE OR COPY AGENDA TOPICS BETWEEN A
MEETING AGENDA AND A MICROSOFT PLANNER PLAN — AND VICE VERSA — SO YOU EASILY
MOVE TOPICS OF CONVERSATION AROUND.

The 'Meeting Planner' functionality within Decisions is the easiest way to move
agenda topics from meeting to meeting without having to cut-and-paste, retype,
or clog up old agendas with uncovered topics.

Some key use case for the Meeting Planner include:

 * Advance meeting planning and collaboration
 * Shortlisting topics for upcoming meetings
 * Annual or long-term planning
 * Suggested topics + backlog for later discussion
 * Topics to be discussed across multiple meetings
 * As a 'parking lot' for topics or ideas


HOW TO COPY OR MOVE AN AGENDA TOPIC INTO THE MEETING PLANNER

First, find a meeting that has an agenda currently associated with it. This
meeting can be in the past, or in the future.

Locate the agenda item to be exported and click the three-dot menu within the
agenda item (•••).



Open the menu, and select either 'Move to' or 'Copy to.' If you move the agenda
item, it will remove it from its existing location. If you copy it, it will
remain in its current location and be duplicated wherever it is moved to.

Tip: The first time you use the Meeting Planner in a Team or Group, you may be
asked to create a Microsoft Planner plan or select an existing one. This will be
the storage location for exported and imported agenda items in the current
group.

Now you will store the agenda topic in a bucket of your choosing within the
Planner board. You can use an exiting bucket or create a new one.



Note: It is not possible to select the “Actions/Tasks” plan associated with the
current Team/Group. This is to avoid mixing agenda topics, actions and tasks.

Once you select 'Move' or 'Copy,' the agenda topic will now be stored for later
import.


IMPORTING AN AGENDA ITEM FROM MEETING PLANNER

Go to the meeting that you'd like to import the topic to. In the agenda view,
click the down arrow icon next to '+ ADD' to select additional options. Select
'Import from Meeting Planner.' This will open up the dialog box that will walk
you through the steps to import a topic.



When selecting the topic, you wll have the choice to keep it or mark it as
complete in the Planner. Because Meeting Planner uses Microsoft Planner to store
the information, you may want to clean out this area and often select 'Mark as
completed.'



Click 'import' and you're done!

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