Turn Meetings into Action with the New Meeting & Agenda Management Solution

Running meetings shouldn’t feel overwhelming. Our new Meeting & Agenda Management solution helps teams organize agendas, capture decisions, and track follow-ups—all in one place.

🎥 Want a sneak peek first? Watch our quick overview video to discover how the this solution can help you:

https://www.youtube.com/watch?v=n9WMqZXRfHc

✔ Plan and run team meetings or 1:1s with ready-to-use blueprints
✔ Build agendas collaboratively, assign presenters, and attach supporting materials
✔ Keep private conversations private with secure 1:1 folders
✔ Track follow-up items effortlessly through dashboards for both managers and team members
✔ Ensure accountability by assigning action items during meetings

With one streamlined solution, you can keep meetings focused, follow-ups clear, and outcomes actionable.

👉 Ready to see how it works? Download this solution here 👈

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Comments

Paula Barrientos

I love how this brings structure to meetings without needing extra tools. The ability to assign presenters and track follow-ups directly in Wrike could really improve accountability across teams. Would be great to add time-blocking for agenda items too!

Eric Fiero

I'm curious to really get walked through how this is unique and helpful beyond traditional meeting note blueprints.

Kevin Thalacker

Thanks for sharing. Gives me good ideas for my team and planning for future team meetings.

Florian Gascho

We even set up an CIT for this to run some automations on Meetings!

Anna Giacobbe

Question: You mentioned (and demoed) that you can create a calendar entry with just one click. Is this type of feature live across the platform? I tested it now (as well as double-clicking into a date, right-clicking a date, etc.) with no success.

Feedback: There was a really good Product Feedback post that I saw and upvoted the other day and I think it would be so helpful in use cases like this. It was about being able to cross-tag dashboards to multiple spaces, just as we can do with items like tasks/folders/projects. I love this whole template and setup, but things get really cluttered when we have to make multiple duplicates of things like tools. If we could cross-tag, it would be less things for managers to inherit (and therefore need to cleanup) if ever a team member leaves. In this case, it would be cool to cross-tag these dashboards to other people's Personal spaces so that they can remain confidential.

Matt Allen

@Paula Barrientos It might be because it's early and my brain isn't firing yet, but curious what you are thinking with time-blocking for agenda items? Thank you!

Fabio Bartolini

I really appreciate how this helps organize meetings without relying on additional tools. Being able to designate presenters and monitor follow-up actions right within Wrike could significantly enhance team accountability. Adding the option to allocate specific time slots for each agenda item would be a great improvement too!

David Simmington

Build agendas collaboratively = music to my ears. Also really like assigning the action items live during the meetings to ensure accountability.

Brooke Langley

I have not seen this in Motion yet but it looks like it would be great!

Russell Sprague

Can this one and the Team Management solution get added to the form so we can learn more?

Nikos Taskos

@Alex Jimenez hello It seems that "Meeting & Agenda Management Solution" is not added to the form yet, so I just selected another one.

Jamie Murphy

I really like the features this offers and I'm looking forward to seeing this in action. However, it would be an adjustment to implement this as we are currently using other tools in meetings.

Daisy Hibbard

Interesting use case! So would managers benefit from a single 1:1's tab of their dashboard or one tab per direct report with the parameter set to that person's name?

Brian Bulthuis

Excited to build a team dashboard for tracking department and meeting task follow ups!

John Egleston

I appreciate the integration of several needed resources for team meetings. I wonder if the one-time setup for 1:1s could be automated - or we just walk through it together.

Sarah Wagner

I love the dashboard layout examples from the video, really helpful to see actual examples. The ability to create folders/tasks from blueprints and make them recurring makes tracking 1:1s so much easier.

Devree Czupinski

I really like the dashboards created for tracking meetings. I already implemented some CITs, agendas, and automatic emailing of recaps for our team meetings. I would benefit from being able to do 1-on-1's as well!

Tom Halbert

We struggle to organise our team meetings since there is so much work to do. Maybe this could help push us forward in the right direction

Amy Hunter

This looks great. I like the layout of the manager dashboard. Great to have 1:1s tracked in Wrike confidentially as we've found that often these conversations and action points aren't tracked. Separate to this but related to meetings - at the moment my team are loving the ability to create subtasks from action items listed within the description of the meeting task.

Pietro Poli

Very interesting template!

Christy Flater

We've already started to do similar things, but this takes it to the next level. My question is can this have an integration with your outlook calendar?

Sven Passinger

Nice idea but does not work as Wrike is too expensive for the whole company. So only project managers and team members of technical projects use it. So no solution for the company and we stay with a meeting minute database which fits to meetings very well.

Basudha Sakshyarika

Hi @Russell Sprague and @Nikos Taskos 🙋🏻‍♀️ You should now be able to find the "Meeting and Agenda Management" and "Manager Toolkit" solutions in the request form. Please check and let me know! 😊

Alex Jimenez

Hello @Daisy Hibbard, managers would benefit from a single 1:1 dashboard. They can use parameters like assignee to filter out the other team members. Each direct report will have their own 1:1 dashboard, keeping things private.

Alex Jimenez

Hello @Anna Giacobbe , thank you for your feedback and question. In the calendar view, Wrike automatically assigns start and end dates based on where the task is first placed, as shown in the demo. I understand your concern about duplicates becoming cluttered. In this case, though, managers only need to share the “My Follow-Up” dashboard once. Each team member can then duplicate it into their personal space, giving them flexibility to adjust location parameters without affecting the main version. If the dashboard is shared across multiple spaces, the parameter settings remain linked, meaning any change will apply everywhere it’s shared.

Alex Jimenez

Hello @Christy Flater, thank you for your comments.
Since Wrike doesn’t manage time-based scheduling, an Outlook integration would create all-day events.

Tiffany Sands

@Florian Gascho could you share more about your automation?