Optional channel tab for team meeting prep and the weekly digest

These features are optional and work per team channel.

Add the LeaderKit Channel tab

Your IT admin first uploads the separate channel-tab app. See "Set up LeaderKit in Microsoft Teams". Then a team owner:

1. Opens the channel.
2. Selects + (Add a tab).
3. Picks LeaderKit Channel.
4. Chooses a LeaderKit workspace and saves.

Weekly digest

The optional weekly "Due this week" digest posts to the team channel on Mondays between 8 and 9am. It lists titles and owners only, never comment text. It shows up to 25 items, then "and N more".

To turn it on, go to Settings → Integrations. On the Microsoft Teams card, tick Weekly "due this week" digest for the team. It saves as soon as you tick it.

Meeting prep

LeaderKit can post a prep summary to the channel before a recurring meeting.

1. Go to Settings → Integrations and find the Microsoft Teams card.
2. Tick Meeting prep summary for the team.
3. Choose the day and enter the time (24-hour, for example 09:30). Or click Pick a recurring Outlook meeting and choose one from the list. This needs your Outlook calendar connected.
4. Set how many minutes before the meeting to post. The default is 60, and you can choose 15 to 1440.
5. Click Save.

For prep at any time, mention LeaderKit with prep in the channel.

Goal & action review meeting

The account holder can create a recurring review meeting in Outlook with a Microsoft Teams link.

1. Make sure the account holder has connected Outlook in Settings → Integrations.
2. In Settings → Integrations, on the Microsoft Teams card, find the meeting prep row for the channel and click Set up a review meeting.
3. Choose Weekly, Fortnightly or Monthly (first of the month), the day, the time and a length of 30, 45 or 60 minutes. Tick who to invite, and add any other email addresses separated by commas.
4. Click Create meeting.

Only the workspace account holder can set this up. The meeting is organised from the account holder's Outlook calendar. The agenda is refreshed the day before each meeting, and meeting prep is attached automatically.

To change it later, click Edit, make your changes and click Save changes. To stop it, click Cancel meeting and confirm.