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Edit the Draft Agenda in BoardPro - new UI

Steps to Edit Your Agenda While It’s in Draft

Mike Patterson avatar
Written by Mike Patterson
Updated this week

Note: Only users with specific roles in BoardPro have permission to edit the agenda Roles and Permissions page.

Click the blue Edit Agenda button from the Meeting Details page to begin making changes.

This opens the agenda editor, where you can add, edit, move, or delete agenda items and headers to suit your meeting. You can also upload or remove documents as needed.

Note:

  • You can make as many changes as you need to the agenda.

  • The first and last section headers can be re-labelled but not deleted.

  • The last section cannot be moved.

  • Moving a section will also move all the agenda items under it.

  • If you delete a section, you can choose to move the attached agenda items to another section or delete them altogether.

  • Individual agenda items can be moved by dragging and dropping.

  • You can delete individual agenda items.

  • If you’ve built an agenda by cloning the wrong meeting, you can rebuild it as long as it's still in the Draft Agenda stage.

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