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Build an Agenda

After you have added a Meeting, it is time to build the Agenda.

Written by Khalid Ali

Build the Agenda

  1. On the Meeting page, click Build Agenda in the top-right corner.

  2. In the Build Agenda window, choose one of the following options:

    • Clone another Agenda – copy the Agenda from a previous Meeting. See Clone or copy an Agenda.

    • Best Practice Template – creates an Agenda using BoardPro's Smart Agenda Items.

    • Strategic Agenda Template – creates an Agenda designed for strategy-focused Meetings.

    • Build an AI Agenda – use AI to generate an Agenda for your Meeting.

  3. Click Build Agenda.

Your selected Agenda will open and be ready for editing.

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