All Collections
Schedule and Modify Meetings
Meetings: Topics, Action Items, and Templates
Meetings: Topics, Action Items, and Templates
Learn more about the features within your scheduled 1:1s and Team meetings.
Chelsea Wood avatar
Written by Chelsea Wood
Updated over a week ago

Do you want to know more about Topics, Agenda Items, Comments, or Meeting Action Items? Or, what about the Topic Suggestion field within your Meetings? This article will help navigate all of the features within your scheduled 1:1s and Team Meetings.

Transfer Ownership and Restore Meetings

  • Transfer Ownership

    • To Transfer Ownership, select the three vertical dots, then Transfer Ownership. Use the people picker to select a new owner, then save.

      • Transfer Ownership can be done by an organization's Admin or the Meeting Creator.

      • If you do not have this option within the three vertical dots, the organizer of this meeting can change the organizer through their calendar event for the meeting.

    • Restore Meetings is great for when a meeting series was accidentally ended. Select Past Meetings from the top left of the meetings page, then select the Meeting you are wanting to restore, the three vertical dots, and "Restore Meeting".

Topic Suggestions

Now that you have scheduled those meetings let's make them even more effective and engaging by adding topics.

One option is to select Topic Suggestions, which will store any meeting templates created by your organization, and the "Curated by Leadr" templates, where you will find many topics.

Please note, Topics differ from Meeting Type; you will not see Team Meeting Topics in a 1:1 Meeting.


Admins within an organization can create templates for your team to use

Anyone in the organization can make individual templates for their own use.

+ Add Topic

Do you have Topics already written out or developed? You can use the above method or use the + Add Topic button, which allows you to write your Topics.

Perhaps it is a Topic only suited for you and the participant that you must discuss in every meeting. Use the "Recurring" field to show this topic until you uncheck the box in every future meeting.

Or maybe it's a more challenging topic you'd like to keep private until the Meeting time; by marking the topic as "Visible only to you," you can hide topics for good or until you have had time to speak with the participant.

The Eye indicates visibility to others, and the Circular Arrows indicate recurring.

+ Add Comment

Once your Topic is saved, you can begin adding comments by utilizing the +Add Comment field.

If the topic is saved as visible only to you, your comments will also be visible only to you.

If you make a topic public, then private, the others' comments will also become private. However, it's important to note that marking your topic as public does not mean all comments will become public.

Participants will still be able to hide their comments, even from the topic creator. Participants can enable private mode within their comments by selecting the Eye under each new comment they post.

Private Topics will not follow the topic order and will default to the bottom of the topic list until made visible.

+ Add Comments will show up in chronological order and cannot be rearranged as Topics can. To expand the comments, select the "number comments."

Reorder Topics Video

Topic Toolkit

Are you noticing when you hover near your picture, icons populate?

Now, meeting participants will be able to make some changes to topics, even those not created by them.

  • Eye: With slash indicates your topic is private and without slash indicates the topic is public.

  • Recurring: This allows the topic owners to have the topic reoccur in all future meetings (in this series) until the reoccurrence is marked as ended.

  • Make Action Item: This allows the topic to become an action item that can be assigned to anyone.

  • Delete: Removes the topic and all comments from the agenda.

  • Carry Over: This allows the topic owners to "carry over" a topic and the comments attached to the next meeting. But, it does not carry into more than one future meeting.

Topics can be Marked as Completed during a meeting by simply checking the topic off on the left-hand side. Now, participants can quickly see what topics have been discussed and what topics have not by the filled-in circle.

Action Items

Adding action items during your meeting is now possible without using an existing agenda topic!

Scrolling to the bottom of your meeting agenda, you will be able to + Add Item to set up an action item within your meeting.

Action Items with assigned due dates will carry over into the following meetings in the series until either the creator or assignee completes the action. Once the action is completed, it will stay on its completed date but no longer carry over into future meetings.

This is helpful when assigning follow-ups or individual tasks within a Meeting. For example, an action item could assign jobs within a Planning Meeting (e.g., Locate a caterer or confirm volunteers).

By assigning ownership and due date, the Action Item becomes more clear to participants, as only the assigned owner, action creator, and admins can mark it as complete. If the upcoming week email is turned on, the assignee will also receive a reminder when the due date is approaching.

If you would like to learn more about the permissions for each of the fields, check out this article:

If you or your team have any questions, reach out to our support team for on-the-spot assistance via chat or email to

Did this answer your question?