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Building an agenda

How to build an agenda

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated this week

After you have added a meeting, it is time to build an agenda.

On the Meeting Page, click the green Build Agenda button on the top right-hand side.

Build Agenda
In the Build Agenda window, you have the choice:

  1. Clone another Agenda - you can copy the agenda from a previous meeting. Please see how to Clone/copy the agenda 

  2. Best Practice Template - provides you with all of the Smart Agenda Items

  3. Strategic Agenda Template - an agenda for strategy focussed meetings

After you select, click the Build Agenda button at the bottom right, and your chosen agenda will open for editing.


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