Once you have created an Annual Work Plan, you can update it as your board's priorities and meeting schedule change.
This article explains how to edit your plan, manage items and months, link meetings, and add Annual Work Plan items to a meeting agenda.
Edit the plan name from Dashboard
You can rename an Annual Work Plan from the Annual Work Plan dashboard or from within the plan.
Click the three-dot menu next to the plan name.
Select Rename.
Enter the new name.
Click Save.
Or From within the plan
Click the plan name at the top of the page.
Edit the name.
Click outside the field to save.
Add, delete, and move items
To add an item, click Write your item… or Add item.
To add another item, click the Add icon or press Return.
To delete an item, open the item menu and select Delete.
To move an item, drag it within a month or into another month.
Add, delete, and move months
To add a month, click Add month at the bottom of the plan.
To delete a month, click the three-dot menu next to Link meeting and select Delete month.
To move a month, drag it using the handle beside the month title.
Link a meeting
Linking a meeting connects your high-level priorities with the detailed context of the meeting. Once linked, the month heading changes to show the meeting date.
Open your Annual Work Plan.
Click Link meeting next to the relevant month.
Select a meeting from the list or use the search.
The linked meeting appears in the Annual Work Plan with a direct link and attendee list.
Change a linked meeting
Click the three-dot menu next to the calendar icon.
Select Change meeting.
Choose a different meeting from the list.
Unlink a meeting
Click the three-dot menu next to the calendar icon.
Select Unlink meeting.
Important: A meeting can only be linked to one month at a time. Once unlinked, it becomes available to link to another month.
Add Annual Work Plan items to a meeting agenda
Once you have linked a meeting to a month, you can add that month's Annual Work Plan items to the meeting agenda.
Open the context menu for the linked month in your Annual Work Plan.
Select Add to meeting agenda.
A new Board Annual Work Plan section is added to the linked meeting's agenda containing the items for that month.
Note: You may need to republish your agenda for the update to appear in your board pack.
Note: Adding items to an agenda is a one-time push. After the items are added, the agenda and Annual Work Plan are independent. Editing or deleting an agenda item will not change your Annual Work Plan, and changes to your Annual Work Plan will not update the agenda.
Related Links:
Product Webinar: Annual board work plan feature