Agenda Items
The agenda items are the heart of the meeting's agenda. You can add, edit, move around, and delete agenda items according to your preferences.
The agenda items in the menu look initially like this:
You can see the blank title and its order in the meeting.
As you edit an agenda item, the card will reflect whether you assign a presenter(s) to it, its purpose, any allocated time and whether supporting documents are attached.
A context menu on the top right provides several options for moving the card around, editing it or deleting the agenda item.
A grip area appears on the left when you hover over an agenda item. You can drag and drop it to move it around the agenda.
Agenda Item Detail
When you select an agenda item, it turns light blue and the details of that item load on the right side of the Agenda item card.
The agenda item allows you to add as much or as little as necessary to prepare the board members to engage actively in the discussion.
Title: This is the only required field. It should be informative
Description: Used to describe what the item is - This is shown on the agenda
Purpose: Conveys the item's intended purpose to ensure critical issues are not missed. Colour coding helps the Board save time by quickly identifying expectations of the item (whether it’s for discussion, information, or requires a decision)
Presenter: Optional field, select one or more presenters.
Time Allocated: Use this field to allocate a certain amount of time to a topic. It helps others understand how significant a discussion may be and ensures that the correct amount of time is spent on the most critical items. Note: In BoardPro, this works best if applied to all agenda items, as it will automatically calculate the expected close time of the meeting.
Supporting Documents: Attach any specific documents related to this agenda item. You can upload them in their native format or convert them to PDF. Our Documents FAQ page explains more about documents in BoardPro.
Documents attached to the agenda are merged into a single board pack file.
Agenda Preview
If you want a high-level view of the agenda, click the Preview button at the top of the Agenda page.
Agenda PDF
The Agenda menu is at the top of the Meeting Details page. Click on the down arrow to open the agenda, preview it, and download it as a PDF. Under this menu, you can republish the agenda, email it to board members, and view the change log.
Note: Board Members can only see the agenda under Open Preview and Download.
