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Adding a First Agenda

How to add the Agenda to your first meeting

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over 4 years ago

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

  • 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.

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