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  2. After Meeting Workflows

How to add items to a playlist

Adding items to a playlist can help you organize your meetings & quickly deliver insights to the appropriate party

How to add a meeting to a playlist

  1. From the meetings workbench, hover over a Recent meeting of interest and click on the Add to Playlist button on the right-hand side.
  2. You will be presented with a list of existing playlists (from My Playlists or Teammates' Playlist) to choose from,
  3. Choose the playlists you would like to add the meeting.

    NOTE: You can add a meeting to multiple playlists by check-marking multiple playlists.

  4. From the same prompt, you'll also be able to create a new playlist by pressing "Create New".

Alternatively, you can click on the meeting you'd like to add to a playlist and press "Add to Playlist". You'll be given the same prompt as above and can create a new playlist or add to an existing playlist.

 


How to add a snippet to a playlist

  1. Navigate to a meeting and click on the meeting's snippet tab.
  2. Select one or multiple snippets, then click on the Add to Playlist button.
  3. You will be presented with a list of existing playlists (from My Playlists or Teammates' Playlist) to choose from
  4. Choose the playlists you would like to add the snippet

Quick Tip:

Within the "Add to Playlist", you can choose from either your own playlists or teammates' playlists. You're also able to search for a particular playlist by typing out the name of the playlist.

 


Managing a Playlist

Both the creator of the playlist and any admin of the account can perform the following for that playlist:

  • Delete playlist content
  • Delete the playlist
  • Manage the subscribers on that playlist
  • Reorder the playlist content
  • Edit the playlist


If you have any additional questions, please contact our team at help@avoma.com.