PRO TIP: Plan for a meet/workshop with epicMeets at least a few days or even some weeks in advance
- Login into the epicMeets app on your computer or mobile device.
- Select "Create meet".
- With the Beta license, you can copy existing epicMeets templates and make edits to the template structure, allocate time to steps, and use wordings in the template. You can also build a meeting and workshop template from scratch. You can find more information about editing in separate editing template instructions. These features will be reserved for the Pro-license after our Beta phase.
- You can search the template gallery for a suitable meeting or workshop template that fits your needs.
- Some templates display the epics logo.
- These templates are designed for our epics, the visual working tools. However, the template can be used without epics, so make sure you have other visual tools available, such as postcards, toys, or drawing tools.
- The templates are grouped like this.
- Personal - your own templates
- "Your company" Templates
- Regular meets - quick templates for the most typical meet types
- Innovation
- Start-up work
- Team Development
- Project work
- Culture
- Business Development
- Strategy
- Sales
- Product Development
- epicMeets intros - workshops to learn how to use epics and Lisa
- Basic Visual working - Freeform templates to work with epics
- Please select the right template by clicking on it.
- Define the Number of participants. This will affect the total duration of the event.
- Schedule the event by clicking "Schedule". Find the right time.
- Next, click "Add participants" and enter the participants' emails, or skip this step by clicking "Create meet." Adding participants automatically creates a calendar reservation file for them to download.
- Finalize by clicking "Create meet".
- Your scheduled event will appear on the main page of your and all invitee's profiles.
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Renaming a meet
- A planned meet can be given a new or different name from the template. You can edit the name of a meet before you invite people to it or set it up, and you can also edit the template name during the meet.