Click here to view this article in the brand new BoardPro interface
Most board agendas have a similar structure and format for each meeting. Once the agenda structure is set up in BoardPro for one meeting, you can clone (copy) that agenda when building the agenda for future sessions.
From the Meeting Detail page on the top right, click on Build Agenda.
Select the "Clone another Agenda" option.
Select a previous meeting to clone:
At this time, you can also choose to tick clone the attendees
NOTE: Cloning Attendees will replace your current meeting attendees) or leave un-ticked to keep current attendees.
What is cloned:
The agenda sections
The agenda items in each section
The presenter, description, purpose and time allocated to each agenda item
What is not cloned:
Anything on the Meeting Details card: Title, location, start time, attendees
Attached documents
Anything on the Closing Meeting card
Related Articles:
Rebuild Draft Agenda