Hi everyone. I am trying to ditch our weekly team agenda that we keep outside of Monday.com. To keep the meeting brief, I want to be able to TAG or CATEGORIZE items that we need to discuss.
I am a newbie so I welcome all ideas.
My idea was to create a checkbox column called “To discuss” and then search for those items when we have our meeting and go through them then (rather than type each item in the “weekly agenda” board). Then we can UNCHECK the column so it goes away. I can’t figure out how to search that way.
What about having a status on each board where the items live, that when changed to ‘add to agenda’, it creates a line item on your agenda board for you so that you don’t have to manually change it?
Do you use monday docs? With that, you could even template your agenda around a table view/widgets etc.
Hello @MelE You’re on the right track and this can definitely live inside monday.com
Your checkbox idea works. Instead of search, use a board filter. Click Filter at the top of the board, select your “To discuss” checkbox, and set it to is checked. Save that filter as a board view called Weekly Agenda so it’s one click for every meeting. Uncheck items as you go and they’ll disappear.
You could also use a Status column like Needs discussion or Discussed since it’s easier to scan and filter. Tags work well too if you want categories like Blocker or Decision.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here: Calendly
I like this idea, but it would have to work on the dashboard level. I created a dashboard and connected multiple boards, but when I tried to add a filter for TAGS i could only choose “is empty” or “is not empty”.
