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Agenda - Build and Edit
Agenda - Build and Edit

Learn how to build an agenda from scratch or from a template, edit items, and move items around.

Operations Team avatar
Written by Operations Team
Updated yesterday

TABLE OF CONTENTS

I. Overview of the Agenda

II. Build an Agenda From Scratch

III. Build an Agenda From Template

IV. Edit or Delete Agenda Items

V. Multi-day Agendas: Add Days

VI. Print an Agenda

VII. Clear an Agenda and Start Over

I. Overview of the Agenda

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

To build a meeting agenda from scratch:

  1. Navigate to the meeting by clicking Meetings in the left main navigation menu, and selecting the desired meeting from the Meetings Page

  2. Click Agenda in the top navigation menu

  3. Click Start from scratch

  4. The cursor will be in a box marked Agenda item text. Begin typing the first agenda item, and when finished either click Save next to the item entered, or click the Return button on the keyboard to move to the next line

    1. The list number, letter, or Roman numeral will be added automatically based on the default list style selected in the Organization Settings, and do not need to be added manually (Note: only Administrators may change the Organization Settings)

    2. The agenda is saved automatically as it is created

    3. Continue in this manner until all items are entered

  5. Each agenda item may have two sub-items, click + sub-item to continue adding

  6. To edit an agenda item that has been entered, or to add detail to an item, click on the item to bring it into the right-hand panel where the following options will be displayed:

    1. Edit the text of the item itself in the Text box

    2. Add or edit the Description to provide details about the item

    3. Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item

    4. Click into the People Responsible field to select from a list of users

    5. Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)

    6. When finished editing or adding to the item click Save (Note: if Save is not clicked none of the changes will occur, if the section is no longer needed click Delete)

  7. Additional options for the agenda may be found in the Agenda Options menu in the upper right:

    1. Save as template to add the agenda to the templates available for future use

    2. View as PDF to open the agenda as a PDF in a new window

    3. View in browser to open the agenda in a new browser window

    4. Agenda settings, which opens the Agenda settings window where a new list style may be chosen

    5. Clear agenda will clear the entire agenda and return to the Start with a template or Start from scratch options

III. Build an Agenda From Template

Boardable provides a few basic agenda templates to begin, and as new agendas are created within an organization and saved as templates the customized templates available to choose from will grow.

To build a meeting agenda from a template:

  1. Navigate to the meeting by clicking Meetings in the left main navigation menu, and selecting the desired meeting from the Meetings Page

  2. Click Agenda in the top navigation menu

  3. Click Start with a template

  4. Click on a template name in the list on the left to view a preview of that template on the right, and once the desired template has been identified click Use Template

  5. Click on an agenda item to bring it into the right-hand panel where the following options will be displayed:

    1. Edit the text of the item itself in the Text box

    2. Add or edit the Description to provide details about the item

    3. Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item

    4. Click into the People Responsible field to select from a list of users

    5. Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)

    6. When finished editing or adding to the item click Save (Note: if Save is not clicked none of the changes will occur, if the section is no longer needed click Delete)

  6. Each agenda item may have two sub-items, click + sub-item to continue adding

IV. Edit or Delete Agenda Items

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

  1. From the meeting page click Agenda in the top navigation menu

  2. To change the list type, click Agenda Options to the top right of the agenda, and select Agenda Settings from the drop-down

    1. Select the list style desired

    2. Click Save

  3. To edit individual agenda items, click on an agenda item to bring it into the right-hand panel where the following options will be displayed:

    1. Edit the text of the item itself in the Text box

    2. Add or edit the Description to provide details about the item

    3. Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item

    4. Click into the People Responsible field to select from a list of users

    5. Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)

    6. When finished editing or adding to the item click Save (Note: if Save is not clicked none of the changes will occur, if the section is no longer needed click Delete)

  4. To move an agenda item, click the item and while holding the mouse button down drag the item to the desired location and drop it by releasing (Note: the numbering will automatically adjust and change will be saved)

  5. To delete an agenda item, click the item to bring it into the right-hand panel and click Delete in the bottom left corner of the edit panel

    1. Confirm deletion by clicking Ok in the Are you sure? window, or Cancel to back out

    2. Note: any sub-items associated with the item will also be deleted

V. Multi-day Agendas: Add Days

To add agenda items for days in a multi-day meeting other than the first:

  1. Navigate to the agenda

  2. Click the desired Day from the tab selection at the top of the screen

  3. Choose from below:

    1. Click Start from Scratch to start the selected day from a blank slate as described in Build Agenda from Scratch

    2. Click Start from Template to use a template for the selected day as described in Build Agenda from Template

VI. Print an Agenda

To print an agenda it will first need to be opened in a new window either within the browser or as a PDF:

i. Print from PDF

  1. Navigate to the agenda from the meeting page by clicking Agenda in the top navigation menu

  2. Click the Agenda Options menu in the upper right and click View as PDF

  3. A new window will open containing a PDF version of the agenda, with multiple options for printing (which may depend on the browser used):

    1. Click the print icon in the upper right corner of the document and follow regular printing instructions

    2. Open the browser's File menu and click Print..., then following the printing instructions displayed

ii. Print from a new browser window

  1. Navigate to the agenda from the meeting page by clicking Agenda in the top navigation menu

  2. Click the Agenda Options menu in the upper right and click View in browser

  3. The agenda will open in a new browser window, on that page click the Print agenda button in the upper right

  4. A print window will open, adjust any necessary settings and finish by clicking Print, or to back out without printing click Cancel

VI. Clear an Agenda and Start Over

To completely delete the current agenda and start over:

  1. From the meeting page click Agenda in the top navigation menu

  2. Click Agenda Options in the upper right to open a drop-down menu, and select Clear Agenda

    1. From the Are you sure? confirmation window click Ok to confirm and clear the agenda, or Cancel to back out

    2. If Ok is selected the agenda will clear completely and the screen will display the initial Start with a template or Start from scratch options

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