Reordering meeting steps

You can reorder individual process steps within your meeting to help facilitate different approaches. All steps can be reordered except for the CLOSE step.

The reordered steps will be saved if you use the same template to schedule a new or recurring meeting.

How to reorder steps

1. Open the specific team you wish to run a meeting with under the TEAMS tab.

   

   
   

2. Click on either RETROSPECTIVES or HEALTH CHECKS tab depending on the type of meeting you want to run.

   

   
   

3. Click on START RETROSPECTIVE or START HEALTH CHECK and choose from the list of available templates.

   

4. Once you have chosen your template and provided a title, click on the PROCESS tab.

   

   
   

5. Using the drag handle icon click and drag the individual steps to the desired position.

   

   

6. In this case, the WELCOME stage was moved to after BRAINSTORM.