Great! Now that you have added in a meeting it is time to build an Agenda

On the Meeting Details page click on Build Agenda found on the top Right hand side

The Agenda

  • Make as many changes as you need to the agenda.

  • Click on and drag an Agenda Item to change its location under a Section. 

  • Move Agenda Items to other Sections by clicking and dragging

  • Add as many Agenda Items/Sections as needed

  • Attach Documents as you need

  • The first and last section headers can be re-labeled

  • The last section cannot be moved around

  • If you move a section up or down, all the agenda items under it move as well

  • If you delete a section, you have an option with attached agenda items to move them to another section or to delete them also.

  • You can rebuild the agenda as long as it is in the Draft Agenda stage.

Related Articles
Adding an Agenda Item
Adding a Section
Emailing the Draft Agenda
Introduction to Smart Agenda Items
Publish the Agenda
Rebuild Draft Agenda

Did this answer your question?