Designating your Leadership Team meeting in EOS One ensures the right users are aligned with the Leadership Team's tools and features, including visibility into your V/TO if the Leadership Team option is selected. Here's how to set it up:
Step 1: Navigate to Settings
- From the left-hand navigation menu, click Settings.
- By default, you’ll land on the Details tab.
Step 2: Select the Leadership Team Meeting
- Scroll down to the Leadership Team section.
- Open the dropdown menu labeled Select the Leadership Team Level 10 Meeting.
- Choose the appropriate meeting from the list.
Note:
- If a meeting is already selected, a Remove button will appear next to the dropdown.
- Once you select a meeting, it is automatically saved as the Leadership Team meeting—no need to click “Save.”
Step 3: Confirm the Leadership Team Designation
After assigning the meeting, navigate back to your Meetings page. You’ll see an orange LT badge next to the meeting title. This indicates it is the designated Leadership Team meeting.
Reminder:
All attendees of this meeting will be recognized as members of the Leadership Team in EOS One.