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Clone/Copy an Agenda - new UI

Save time by cloning the agenda of a previous meeting

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

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 meetings.

From your Meeting page on the top right, click 'Build Agenda'.

Select the "Clone another Agenda" option.

Select a previous meeting from the list to clone:

At this time, you can also choose to clone the attendees.

Note : Cloning Attendees will replace your current meeting attendees, or leave this option unticked to keep current attendees.

What is cloned?

  1. The agenda Sections

  2. The agenda items in each Section

  3. The Presenter, Description, Purpose and time allocated to each agenda item

What is not cloned?

  1. Anything on the Meeting Details card: Title, location, start time, attendees

  2. Attached documents

  3. Anything on the Closing Meeting card

Related Articles:
Rebuild Draft Agenda

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