TABLE OF CONTENTS

I. Overview of Agenda

II. Build Agenda From Scratch

III. Build Agenda From Template

IV Edit / Delete Agenda Items

V Clear Agenda and Start Over


I. Overview of Agenda

A meeting agenda can only be created and edited by a Meeting Owner or Meeting Collaborators. Organization Admins (users with the Account Role of Administrator) can also create, edit, and delete agendas even if they are not a part of the meeting.

Agendas will only be visible to Meeting Members and Meeting Observers included in the meeting once the meeting is fully published. If the meeting has only been published to the calendar, the agenda will only be visible to the Meeting Owner / Collaborators.

There are currently two options for building a meeting agenda:

  1. Build from scratch

  2. Use an agenda template

II. Build Agenda From Scratch

To build a meeting agenda from scratch:

  1. Navigate to the meeting and open to its meeting page

  2. Click Build Agenda in the right navigation panel

  3. Click Start from Scratch

  4. The cursor will be in the first box - enter a title for the first agenda item and click Add

    1. The agenda is saved as you go, you may notice a green checkmark briefly appear each time you click Add to show that it has been saved

    2. The cursor automatically moves to the next agenda item, repeat the process until all items are entered

  5. Each agenda item can have two sub-levels; click the + sign to continue adding

  6. To enter additional detail about the agenda item, click on the item / section name

    1. Options will be displayed in the right navigation panel, including the following:

      1. Text (to change the agenda item verbiage)

      2. People responsible

      3. Duration

      4. Description

      5. Upload Documents (please refer to Related Articles for additional information)

    2. Make changes to each of the relevant items and click Save

      1. Important: if Save is not clicked, none of the changes will occur

      2. If this section is no longer needed, click Delete

  7. Once the first agenda item is entered, some menu options appear above the right navigation panel

    1. View Agenda

    2. View as PDF

    3. Agenda Settings (update list type)

    4. Save as Template (save layout to use as a template for the future)

    5. Clear (delete everything in order to start over)

III. Build Agenda From Template

Boardable provides some basic agenda templates. Over time, as new agendas are created within your organization and saved as templates, the customized agenda templates available to choose from will grow.

To build a meeting agenda from a template:

  1. Navigate to the Meeting Page

  2. Click Build Agenda in the right navigation panel

  3. Click Start with a Template

  4. Click on a template listed in the left to view a preview of that template on the right

    • Select the template desired and click Use Template

  5. Click on an agenda item name and update the details in the right navigation panel

    1. Options will be displayed in the right navigation panel, including the following:

      1. Text (to change the agenda item verbiage)

      2. People responsible

      3. Duration

      4. Description

      5. Upload Documents (please refer to Related Articles for additional information)

    2. Make changes to each of the relevant items and click Save

      1. Important: if Save is not clicked, none of the changes will occur

      2. If this section is no longer needed, click Delete

    3. Each agenda item can have two sub-levels; click the + sign to continue adding

IV. Edit / Delete Agenda Items

Whether the agenda is created from scratch or a template, the process to update agenda items is the same.

From the meeting page, click Edit Agenda in the right menu panel and perform any of the following:

  • Change the list type

    1. Click Agenda Settings above the right navigation panel

    2. Select the list style desired - options include numbers, letters, roman numerals, and combinations

    3. Click Save

  • Rename an agenda item

    1. Click on the agenda item to display the details of the item in the right navigation panel

    2. Change the entry in the Text box and click Save

  • Add or remove documents on an agenda item

    1. Click on the agenda item to display the details of the item in the right navigation panel

    2. Click the X next to the document name to delete the document

    3. Click on one of the upload document options to add another document

    4. Click Save (this is important to ensure the agenda is updated properly for the Board Packet)

  • Assign individuals to an agenda item

    • Click on the agenda item to display the details of the item in the right navigation panel

    • Enter the person / people responsible in the People Responsible box and click Save

  • Assign duration

    1. Click on the agenda item to display the details of the item in the right navigation panel

    2. Click the Duration drop-down box to choose the number of minutes the item should be allowed

    3. Click Save

  • Move an Agenda Item

    • To move sections up and down, hover over the section name until you see the double arrow cross, then click, hold, drag, and drop (the numbering will automatically adjust and change will be saved)

  • Delete Agenda Item

    1. Click on the agenda item to display the details of the item in the right navigation panel

    2. Click Delete in the right navigation panel

    3. Note that any sub items associated with the item selected will be deleted

    4. Click OK to confirm delete or Cancel to back out

  • Headers / Footers

    • At this time it is not possible to make changes to the header and footer of the meeting agenda

V Clear Agenda and Start Over

To completely delete the current agenda and start over:

  1. Navigate to the meeting page

  2. Click Edit Agenda from the right menu panel

  3. Click Clear in the upper right

  4. The Are you sure? pop-up window will appear

    1. Click OK to clear the agenda and start over or Cancel if hit by accident

  5. The agenda has been completely cleared and the option to Start From Scratch or Start with a Template will appear


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