Designating your Leadership Team meeting in EOS One ensures the right users are aligned with the Leadership Team's tools and features, including visibility into your V/TO if the Leadership Team option is selected. Here's how to set it up:
Step 1: Navigate to Settings
From the left-hand navigation menu, click Settings.
Switch to "Teams"
If you don't have any team created yet, please Create a Team
Step 2: Select the Leadership Team Meeting
Once you have your Leadership Team creatd, select the Meeting Dropdown option in the "Weekly Meeting" tab and select the desired meeting.
Notes:
If a meeting is already selected, an "X" button will appear next to the meeting name in the dropdown.
Once you select a meeting, it is automatically saved as the Leadership Team meeting—no need to click “Save.”
Step 3: Confirm the Leadership Team Designation
After assigning the meeting, navigate back to your Meetings page. You’ll see an orange LT badge next to the meeting title. This indicates it is the designated Leadership Team meeting.
Reminder:
All attendees of this meeting will be recognized as members of the Leadership Team in EOS One.