TABLE OF CONTENTS
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:
Build from scratch
Use an agenda template
II. Build an Agenda From Scratch
To build a meeting agenda from scratch:
Navigate to the meeting by clicking Meetings in the left main navigation menu, and selecting the desired meeting from the Meetings Page
Click Agenda in the top navigation menu
Click Start from scratch
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
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)
The agenda is saved automatically as it is created
Continue in this manner until all items are entered
Each agenda item may have two sub-items, click + sub-item to continue adding
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:
Edit the text of the item itself in the Text box
Add or edit the Description to provide details about the item
Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item
Click into the People Responsible field to select from a list of users
Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)
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)
Additional options for the agenda may be found in the Agenda Options menu in the upper right:
Save as template to add the agenda to the templates available for future use
View as PDF to open the agenda as a PDF in a new window
View in browser to open the agenda in a new browser window
Agenda settings, which opens the Agenda settings window where a new list style may be chosen
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:
Navigate to the meeting by clicking Meetings in the left main navigation menu, and selecting the desired meeting from the Meetings Page
Click Agenda in the top navigation menu
Click Start with a template
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
Click on an agenda item to bring it into the right-hand panel where the following options will be displayed:
Edit the text of the item itself in the Text box
Add or edit the Description to provide details about the item
Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item
Click into the People Responsible field to select from a list of users
Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)
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)
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.
From the meeting page click Agenda in the top navigation menu
To change the list type, click Agenda Options to the top right of the agenda, and select Agenda Settings from the drop-down
Select the list style desired
Click Save
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:
Edit the text of the item itself in the Text box
Add or edit the Description to provide details about the item
Click into the Duration box and select a timeframe from the drop-down to set a duration for the agenda item
Click into the People Responsible field to select from a list of users
Click Attach a Document to add a document or file related to the item (please refer to Related Articles for additional information)
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)
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)
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
Confirm deletion by clicking Ok in the Are you sure? window, or Cancel to back out
Note: any sub-items associated with the item will also be deleted
V. 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
Navigate to the agenda from the meeting page by clicking Agenda in the top navigation menu
Click the Agenda Options menu in the upper right and click View as PDF
A new window will open containing a PDF version of the agenda, with multiple options for printing (which may depend on the browser used):
Click the print icon in the upper right corner of the document and follow regular printing instructions
Open the browser's File menu and click Print..., then following the printing instructions displayed
ii. Print from a new browser window
Navigate to the agenda from the meeting page by clicking Agenda in the top navigation menu
Click the Agenda Options menu in the upper right and click View in browser
The agenda will open in a new browser window, on that page click the Print agenda button in the upper right
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:
From the meeting page click Agenda in the top navigation menu
Click Agenda Options in the upper right to open a drop-down menu, and select Clear Agenda
From the Are you sure? confirmation window click Ok to confirm and clear the agenda, or Cancel to back out
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
Related Articles
Agenda - Upload Document: learn how to add / upload a document to the meeting agenda
Agenda - How do I create a Hyperlink in an Agenda?: follow the steps to create a hyperlink in an agenda item
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role.
Meeting Center: learn ways to run a more productive and efficient meeting