Product update: Team collaboration, actions, insights and more

There have been lots of upgrades to the Connect4 platform since our last update, so let’s dive straight in!

1. Greater access for team members

We’ve completely revamped how your team members interact with Connect4 in our latest release. These changes are designed to encourage collaboration amongst teams; it is no longer just the captain who can set an agenda, edit a pod and invite new participants.

The first thing you might notice is that team members now have a ‘T’ next to their name (‘T’ stands for ‘team member’). 

’T’ for team members
Team members are designated with a ‘T’ label

In order to assign team member privileges, click on your avatar in the top right corner and then select ‘My organisation’. You can then add a new team member under ‘Admin users’. Those who have been using the platform for a while will be used to the term ‘Manager’. We have replaced the term ‘Manager’ with ‘Team member’.

Add a team member
Add new team members in the organisation panel

Note: you need to be the organisation owner or have been allowed to add new team members by the organisation owner in order to access this.

Team members now have very similar privileges to the captain. In addition to being able to create their own pods, team members can now do the following in any pod that they’re both a member of and that belongs to their organisation:

  • Edit a pod (change the name, description and participants).
  • Edit a meeting time
  • Edit an upcoming agenda
  • Switch editor during a meeting
  • ‘End’ a meeting (by pressing the red ‘End meeting’ button)
  • Edit meeting notes (minutes) after a meeting
  • Send a meeting summary email

2. Expert template agendas

We introduced some big upgrades to agendas in our last product update and this month we’ve expanded upon that further with ‘expert agendas’.

Expert agendas are a set of pre-built meeting agenda templates that are ready to drop into any meeting. We currently have templates for everything from client onboarding to board meetings and we will continue to add more. Expert agendas are available to every subscribed organisation and all trialists, so go check them out now.

Connect4

To begin a free trial of Connect4 just fill out your details to request a demo.

Expert agenda templatea
Expert agenda templates

3. Action items

Connect4 is all about making sure that video meetings are outcome-oriented (nobody wants meetings for the sake of meetings). Our new action items feature brings clarity to meeting outcomes. In addition to making meeting notes, you can now assign action items to clients, members of your team and even yourself!

Action items remain in a pod, until you tick them off. So you can easily keep track of progress between meetings.

To set an action, first head into a pod. You’ll see a new tab titled ‘Actions’ on the right hand side — this is also available during a meeting. Simply click the ‘Create new action’ button and start making your meeting actionable. Once actions have been completed, they will appear in the ‘Completed’ section.

Assign meeting actions
Assign meeting actions

4. Meeting insights (beta)

Do you know how well your client meetings are going? Are they facilitating progress? Are they helping build strong working relationships? We’ve introduced a brand new ‘Insights’ feature designed to give an at-a-glance indication.

In the top right menu, when you click on your avatar image you’ll see a new ‘Meeting insights’ link. Clicking this takes you to a dashboard that shows all of your meeting pods that you host as captain with a ‘meeting health score’ for each. The score is determined by a number of factors including whether or not you; set an agenda for your meetings, leave meeting notes, send meeting summary emails and share resources with other pod members.

Meeting health score
View a meeting health score for each of your pods

Meeting health scores are just the start — we have plans to greatly expand this part of the app in coming months, so please get in touch via [email protected] to let us know what you think.

5. Other stuff!

We made plenty of performance and security upgrades over the past few weeks, as well as ironing out lots of little bugs. In addition, we’ve also made some smaller updates, including: 

a) Edit pods and meetings separately

We’ve made a small user-interface update to make it easy to edit pods and set new meeting times. You’ll now see that you can edit a meeting time directly (without having to cycle through the other pod details).

Edit meeting times separately

b) Edit participants whilst meeting in progress

Meeting participants are no-longer ‘locked’ once a meeting has started. Now, if you want to add more people to a meeting that is in-progress, then you can! Just ‘Leave’ a meeting (via the grey button) and click ‘Edit pod’ in order to add another participant. Then just head back into the meeting by clicking ‘Connect’.

c) Improved how-to guides on our support centre

We’ve been extremely busy updating our support center with all the information you need to run productive client meetings. If you’re unsure about any feature of Connect4, you should be able to get help there — from how to add team members to how to schedule a meeting.

We move forward ➡️

Phew. That will about do for now. As ever, please get in touch via [email protected] to let us know about any features you’d like to see on Connect4 in the near future.

Share this article

Rory Macrae

Rory is Connect4’s Head of Design. He leads the design of the app as well as all things related to the Connect4 brand.

Ready to get connected?

Start having better client meetings today.

Request a demo