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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 over 2 months ago

TABLE OF CONTENTS

I. Overview of the Agenda

II. Build an Agenda From Scratch

III. Build an Agenda From Template

IV. Build an Agenda From Previous Meeting

V. Edit or Delete Agenda Items

VI. Clear / Delete Agenda & Start Over

I. Overview of the Agenda

A meeting agenda can only be created and edited by an Admin, Meeting Creator or Meeting Collaborators.

Admins, Meeting Creators, and Meeting Collaborators can view and edit the agenda regardless of the meeting materials' publication state.

Members and observers without collaborator permissions can only view an agenda once the meeting materials are published. To learn how to publish meeting materials, please see Related Articles.

Building or editing an agenda for a meeting does not cause the meeting's invitees to receive email notifications.

Many aspects of the agenda are completely customizable. However, margin width cannot be edited.

Agendas can be built on the web app or desktop app. This cannot be done on the mobile app.

Agenda items can only include the following items:

  • Text, including the following formatting:

    • Heading

    • Body / Description

      • Italics

      • Bold

      • Underline

  • Hyperlinks

  • File attachments

Other types of content, including embedded images or custom-formatted headers and footers, cannot be included in an agenda.

There are two ways to build a meeting agenda:

  1. Build from scratch

    1. Start an agenda with no pre-populated text

  2. Use an agenda template

    1. Start an agenda from a pre-written template

  3. Start from previous meeting

    1. Start an agenda from the agenda for the previous meeting in the same series

II. Build an Agenda From Scratch

To build a meeting agenda from scratch:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click Start Agenda

  4. Click Start from scratch

  5. 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

  6. Each agenda item may have two sub-items

    1. click + sub-item to continue adding

    2. Sub items use same formatting as items

  7. 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)

  8. 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, from numbered or alphabetic

      1. List headings cannot be removed altogether

    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 page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click Start Agenda

  4. Click Start with a template

  5. 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

    1. The selected agenda opens for editing

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

    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

      1. List headings cannot be removed altogether

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

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

IV. Build an Agenda From Previous Meeting

Note: building agenda from previous meeting is supported only for meetings in recurring series

To build a meeting agenda from the agenda on the most recent meeting in the same recurring series:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click Start Agenda

  4. Click Start with last meeting's agenda

V. Edit or Delete Agenda Items

To edit an agenda item:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click an agenda item

    1. Menu opens on right side of page

  4. Use this menu to edit agenda item, description, duration, attachments, or people responsible

  5. Click Save

To delete an agenda item:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click an agenda item

    1. Menu opens on right side of page

  4. Click Delete in this menu

To move an agenda item:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click and drag an agenda item to the desired list order

To edit the list format of an agenda:

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click Agenda options

  4. Click Agenda settings

    1. List format options pop out

  5. Click desired list format

  6. Click Save

VI. Clear / Delete Agenda & Start Over

Deleted agendas cannot be restored.

To completely delete the current agenda and start over.

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click Materials

  3. Click Agenda Options

  4. Click Clear Agenda

    1. Clear agenda confirmation window pops out

  5. Click OK

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