Management Meetings is the meeting of people to review information from departments and teams of the organization. With KanBo template it’s easy to prepare structured Agenda for a Management meeting.

Give participants the information they need to successfully prepare for meetings. Automatically send reminders and notification for all participants and project team members.

Include all necessary documents and crucial information in advance so Make Management Meetings more productive. Create an action plan with tasks and decisions. For the agenda, topics add a responsible person and description for tasks, decisions, or initiatives. The meeting agenda is shared with participants or project team members who can collaborate, add topics, and upload materials directly to the agenda.

Download Template

You will need KanBo to use this template.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

You can also see this template in action by accessing our Sandbox demonstration environment now.

KanBo template Board - meeting agenda

Here are the top features of our Meeting Agenda template:  

  • The purpose of the meeting is shared and accessible to the participants  
  • Easy to meet and work as a remote teams 
  • Secure access for all meeting information and data
  • Remote access and contextual discussion – comments in KanBo cards
  • The project team and meeting participants stay prepared with information for the meeting. This will include any reading, documentation, data, or any other preparation that will make your actual meeting successful
  • Relevant documents should be attached to the meeting agenda when you distribute them to invited participants
  • Always stay updated with Real-time notifications and reminders
  • Meeting summary, action plan, and designation of tasks

How to work with KanBo Management Meeting Agenda template for Enterprise? 

  1. Create a Board with Management Meeting Agenda. Use KanBo Management Meeting Agenda template or start from scratch
  2. Add meeting topics to the Agenda Items. Add KanBo Cards as meeting items to this list.
  3. Add Participants as Users. From this moment this Management Meeting Agenda is shared to all engagement people
  4. Provide meeting with remote access. During meeting all users have remote access to this agenda. They can work asynchronously with Meeting topics. Can comments, add documents and create an action plan with tasks
  5. Meeting summary. After meeting collect feedback and create an action plan with tasks, decisions, and next initiatives.


1. It’s possible to add an external business guest to Meeting Agenda?

Yes. KanBo Management Meeting Agenda template for Enterprise allows adding an external business guest. An organizer can invite these people by sending an invitation directly from the Meeting Agenda Board.

2. How a meeting organizer can delegate tasks from Meeting Action Plan?

Delegate tasks form Meeting Action Plan is very easy. Create task – KanBo Card, add a description, start and end date, documents. Add a responsible person and set status ToDo. Now this task is delegated to a specific user. You can move this task to a specific project or build Card relations with other tasks. Meetings are the perfect place to manage and delegate tasks.

3. My organization uses KanBo. What is the price for Meeting Agenda Template?

When an organization uses KanBo, Meeting Agenda Template is a free Template for every user.

3 most powerful features in Meeting Agenda

KanBo Timeline

May it be upcoming deadlines and events or past dates, you can keep track of all work-related dates with KanBo’s powerful Timeline feature. The Timeline borrows dates from KanBo cards and maps them as dots on an interactive line that represents time

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Knowledge management in large organizations is a challenging task that can quickly lose structure. In the words of the Lewis E. Platt, the CEO of Hewlett Packard, “If HP knew what HP knows, we would be three times more productive.

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Relevant documents structured your way

  • Organize documents into groups to maintain a refined overview
  • Move groups up and down to adapt them to your workflow
  • Collapse or expand groups to maintain your personal work focus

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If you really want to discover this template, choose from the options below:


Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.


You can also see this template in action by accessing our Sandbox demonstration environment now.