The article explains how to set and manage a meeting agenda using Microsoft Teams, including steps for creating and sharing an editable agenda, collaborating on notes and tasks during the meeting, and reviewing notes and assigned tasks in Microsoft 365 and Outlook after the meeting.
Creating the meeting and agenda
1. Open Teams
2. Go to your calendar
3. Create a New meeting
4. Click Add an agenda others can edit
5. Fill out the meeting agenda
Note: The meeting agenda can be accessed by editing the meeting.
6. Send the meeting invite. Participants will be able to see the meeting agenda when the meeting invite is sent.
During the meeting
Once the meeting starts click on Notes and you will see your meeting agenda.
This is a collaborative tool so other users in the meeting can add to the meeting notes, agenda and set up follow up tasks for participants to complete.
After the meeting
You can go to Microsoft 365 to review meeting notes once the meeting is over.
Tasks that were assigned to participants will appear in each users to do list in Outlook under Assigned to me.
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