🎬 Start Here

New around here? This is where to begin.

Ben Parkison avatar
Written by Ben Parkison
Updated over a week ago

Trelliswork is an application built for anyone running a team. Maybe you're a team manager, a committee leader, or a facilitator for a new group initiative.

If your job is to get a team of people focused, aligned, and accountable, you've found your tool.

How do we do this? Trelliswork provides tools for you to plan, structure, and document the time your team spends together.

With this collaborative, repeatable, connected structure for team time as well as 1:1s, Trelliswork makes the manager's job easier, and creates the space for great teams to operate.

Let's look at how.

The Trelliswork Workspace

Within a Trelliswork workspace, managers create spaces for teams. In addition, Trelliswork automatically creates a space for every 1:1 between people in your workspace. Team and 1:1s are the connected space where the magic will happen.

Setting up Your Workspace

  1. Build meetings (maybe from templates!)

  2. Add links, charter (if you're into that)

Planning Meetings in Trelliswork

Team and 1:1 spaces in Trelliswork contain meetings. Every meeting in Trelliswork starts with a planning space.

The planning space is where any team member can be a part of planning the next meeting. Add discussion topics, icebreakers, and polls. Add content and attachments. Update agenda order, snooze activities, and manage ad-hoc and recurring activities. This is where your team can drop in to add what they need to the agenda, and to see what's planning.

Click the "Share" button from any planning page and drop that link directly into your meeting notices so everyone can come to your next meeting prepared.

Running Meetings in Trelliswork

When it's time to run a meeting, click "Start Session." This will update the view for everyone on the team to a live meeting view.

Here, the team can see where they are in the agenda, follow a presenter, mark activities as addressed, take notes and assign action items, and document discussions. Think of this as the orchestration layer for your time together, whether it's a full team meeting or 1:1. Stay on track, capture next steps when they come up, and document key information.

When you're all done, just hit "End Live Session" to close the meeting for everyone.

Documenting in Trelliswork

And when you do that, you'll be presented with an automatic summary of your meeting. Meeting summaries can always be found in the Meeting History tab of the Meeting Planning view.

Now What?

Head over the The Basics and let's do this! Or, if you want to get right into here, here are some great first things to do in Trelliswork.

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