- Navigate to your meeting by clicking the meeting name from the “Meetings” section of your dashboard.
- Depending on which meeting items you would like to add, navigate to the appropriate section and click the “Add” button for that segment. For example, to add a Measurable, click “Add Measurable” under the “Scorecard” section. Alternatively, you can click the plus button to the right of "Scorecard."
- From there, complete the required fields and click the “Add” button for that meeting item. Continuing with our Measurable example, after completing all required fields, click “Add Measurable” to add the Measurable to your meeting. If you have multiple Measurables to add, click “Add & Create New,” and the dialog box will stay open.
- Repeat as needed to add all items to your Meeting!