Every effective meeting has an agenda and topics that need to be covered. Most meetings go off the rails at some point and struggle to find their way back to the agenda (we've all been there)...
Use Smart Templates to ensure you stay on track and be 100% present in your meetings while taking fantastic notes, all without writing or typing a single word.
After the meeting, know what's been covered and quickly find the exact context of what was discussed.
Log in to Pickle prior to a scheduled Zoom meeting starting on your Google Calendar (make sure your calendar is connected to Pickle).
1. Navigate to "Settings" on the left-hand side of the platform.
2. Click on the arrow and several options will drop down. Click on 'Smart Templates'
3. Smart Templates will open and you will see any already created templates. To create a new one, click on the '+ Add Template' (purple button) in the top right.
4. A popup window will appear. You will first name your template at the top. Type in any name that you would associate with the meeting points.
Ex. "1st Round Interview", "Sales Demo", "Product Meeting", etc.
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5. In the text editor box, type any agenda items/questions you want to hit in those specific meeting types. This is a full-blown text editor, so feel free to use it like any Word doc (blood, italic, linking, bullets, etc).
Ex. If it's a 1st round interview, you might include "Tell me about your background", "Past Experience", "Job Details", "Next Steps", etc.
6. Hit 'Add' after you type each item and they will appear in descending order in the pop-up window. You can always edit an item after the fact.
7. Edit any template by clicking the title & the 'Edit' purple button. Once finished, click the 'Update' purple button to save.