Note: The following article shows the NextGen user interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try this article that shows the same feature in the Classic user interface.
Overview
Meetings (NextGen) provides a dedicated space to plan, run, and track ongoing 1:1 conversations. Meetings help managers and employees stay aligned through shared agendas, action items, and notes, all in one collaborative workspace.
At this time, Meetings supports 1:1 meetings only.
Using Meetings
You can access Meetings from the left-hand navigation in Betterworks.
Meetings are organized into meeting series, which contain one or more meeting instances. This structure makes it easy to manage recurring 1:1s as well as one-off conversations.
Creating a Meeting
To create a meeting:
Go to Meetings.
Create a new meeting series with another person in your organization.
Choose whether the series is recurring or ad-hoc.
Set the meeting details, such as title, date, time, and cadence.
Meeting Series Types
Recurring Series
A recurring series automatically creates future meeting instances based on the cadence you select (for example, weekly or biweekly). New instances are created automatically, and open items can roll over between meetings.
Ad-hoc Series
An ad-hoc series contains only meetings that you create manually. This is useful for one-off or irregular 1:1 conversations.
Meeting Instances
Each meeting series contains individual meeting instances, which represent a specific occurrence of the meeting.
Within each instance, you can:
Review and update the agenda
Track action items
Add notes
See rolled-over items from previous meetings
Agendas, Action Items, and Notes
Each meeting includes tools to support structured, productive conversations:
Agenda topics help define what will be discussed
Action items track follow-ups and responsibilities
Shared notes are visible to both participants
Private notes are visible only to you
Open agenda topics and action items can automatically roll over to the next meeting until they are completed.
Calendar Integration
Meetings can connect with your calendar to make scheduling easier.
When connected, you can:
Create meetings from existing calendar events
Keep meeting details in sync with your calendar
Reschedule meetings without losing context
Meetings currently support connections with Google Calendar and Outlook.
Managing Meetings
From the Meetings page, you can:
Edit meeting titles and schedules
Reschedule a single meeting instance
Archive or unarchive a meeting series
Collapse or expand meeting instances
Past meetings are preserved so you can refer back to notes and outcomes.
Notifications
Betterworks may send notifications related to Meetings, such as:
When a new meeting is created
Reminders before an upcoming meeting
Summaries of upcoming meetings
Notification preferences can be adjusted in My Settings.
Admin settings for Meetings
Organization admins have the option, within Admin > Program Management > Meetings/1:1s to enable this module for all employees, or only for specific user Groups or Departments.
Why Use Meetings
Meetings helps you:
Maintain consistent 1:1 conversations
Prepare for meetings with shared agendas
Capture notes and action items in one place
Reduce manual follow-up through automatic rollover
Keep meetings connected to goals and performance context