Building a meeting's agenda is crucial: the more time you spend on preparing a meeting, the more productive it gets. Effective meetings come with a clear agenda to make sure everyone stays on track, knows what is happening and what will happen. Collaborating on the meeting agenda allows all participants to come prepared and be more focused and relevant, and to get a better sense of the meeting discussions and organize the meeting agenda in advance.

To prepare your agenda in the best way possible, Holaspirit allows you to add items as wells as import tensions and proposals to scheduled meetings.

Who can add agenda items to scheduled meetings?

All members added to the meeting as participants can add agenda items to a scheduled meeting. The meeting template must include the Agenda step.

How to add a new agenda item to a scheduled meeting?

If you want to share or discuss a subject with your circle, you can add your idea as an item to the meeting.

• Click on the meeting of your choice to open its card
• Click the Add agenda item button
• Capture what you want to share, it will automatically be saved after typing the title and show in the meeting's agenda.

You can also do it by clicking on the Add agenda item button next to the meeting.

How to import a tension to a scheduled meeting?

With the Inbox app, you can add, review and save you tensions ahead of time to import them to the meeting agenda prior to Governance and Tactical meetings.

📌 Note: Depending on the wording defined in your organization for Inbox, a tension can also be called "Driver", "Spark" or "Note".

In the Meetings app:

• Click on the meeting of your choice
• Click the Import button then choose Tension
• Select the tension you want to import in the drop-down list

You can also import your tension to the meeting agenda directly from the Inbox app ahead of the meeting by using the Bring to meeting button.

👉 How to use Bring to meeting?

📌 Notes:

• The tensions showing in the drop-down list are the ones saved in Inbox that have either been assigned the circle the meeting is for, or haven't been assigned a circle at all.
• All circle members can read your tension before the meeting starts.

How to import a proposal to a scheduled meeting?

Governance meetings are the best place to discuss the evolutions inherent to your circle with your team before implementing them. The meeting template must include the Agenda step allowing Governance items to be processed. You can import the proposals you've created and saved in your Proposals app as well as the ones you've already submitted asynchronously to your circle.

To import your proposal (saved or already submitted) to the meeting's agenda:

• Go to the Meetings app
• Click on the meeting of your choice
• Click the Import button, then choose Proposal
• Select the proposal you want to import in the drop-down list.

You can also use the Bring to meeting button on your proposal to import it to the meeting agenda.

👉 How to use Bring to meeting?

How to edit or delete an agenda item added to a scheduled meeting?

• To edit your item, click on the item itself and make your changes
• To delete your item, click on the bin icon next to it

How to order agenda items before a scheduled meeting?

• Go to the Meetings App
• Click on the meeting of your choice
• Drag and drop your agenda items that were imported before

Updated on: 24/07/2025