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:

Build from scratch
1. Start an agenda with no pre-populated text
Use an agenda template
1. Start an agenda from a pre-written template
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:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click Start Agenda
Click Start from scratch
1. Agenda building modal pops out
To add an agenda item:
1. Click the text box labeled Agenda Item Text
2. Type the desired agenda item title
3. Click Save
To add a sub-item:
1. Click + sub-item
2. Type desired sub-item title
3. Click Save
To add a description:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click into the Description text box
3. Type the desired description
4. Click Save
To add a duration
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Duration field; this defaults to - none -
3. Click desired duration from the options this drops down
4. Click Save
To add a person responsible:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Person Responsible field
  1. Meeting invitees drop down
3. Click the desired invitee
4. Click Save
To learn how to add an attachment, please see Related Articles

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 page
1. To learn how to do this, please see Related Articles
Click Materials
Click Start Agenda
Click Start with a template
1. List of templates displays
Click desired template
1. Agenda building modal pops out, populated with the agenda items from the template selected during step 4
To add an agenda item:
1. Click the text box labeled Agenda Item Text
2. Type the desired agenda item title
3. Click Save
To add a sub-item:
1. Click + sub-item
2. Type desired sub-item title
3. Click Save
To add a description:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click into the Description text box
3. Type the desired description
4. Click Save
To add a duration
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Duration field; this defaults to - none -
3. Click desired duration from the options this drops down
4. Click Save
To add a person responsible:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Person Responsible field
  1. Meeting invitees drop down
3. Click the desired invitee
4. Click Save
To learn how to add an attachment, please see Related Articles

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:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click Start Agenda
Click Start with last meeting's agenda
1. Agenda building modal pops out, pre-populated with the agenda items from the previous meeting
To add an agenda item:
1. Click the text box labeled Agenda Item Text
2. Type the desired agenda item title
3. Click Save
To add a sub-item:
1. Click + sub-item
2. Type desired sub-item title
3. Click Save
To add a description:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click into the Description text box
3. Type the desired description
4. Click Save
To add a duration
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Duration field; this defaults to - none -
3. Click desired duration from the options this drops down
4. Click Save
To add a person responsible:
1. Click an agenda item
  1. Editing menu opens on the right side of the modal
2. Click the Person Responsible field
  1. Meeting invitees drop down
3. Click the desired invitee
4. Click Save
To learn how to add an attachment, please see Related Articles

V. Edit or Delete Agenda Items

To edit an agenda item:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click Edit next to agenda
1. Agenda editing modal pops out
Click an agenda item
1. Menu opens on right side of modal
Use this menu to edit agenda item, description, duration, attachments, or people responsible
Click Save

To delete an agenda item:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click Edit next to Agenda
1. Agenda editing modal pops out
Click an agenda item
1. Menu opens on right side of modal
Click Delete in this menu

To move an agenda item:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click Edit next to Agenda
1. Agenda editing modal pops out
Click and drag an agenda item to the desired list order

To edit the list format of an agenda:

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click ⌄ next to Agenda
Click Agenda settings
1. List format options pop out
Click desired list format
Click Save

VI. Clear / Delete Agenda & Start Over

Deleted agendas cannot be restored.

To completely delete the current agenda and start over.

Navigate to the meeting page
1. To learn how to do this, please see Related Articles
Click Materials
Click ⌄ next to Agenda
Click Clear Agenda
1. Clear agenda confirmation window pops out
Click OK

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
Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Multi-Day Agendas: Learn how multi-day agendas work, and how to create them
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
Agenda — View and Print: learn the options to view an agenda, and how to print it
Personal Agenda Notes: learn how to view and add documents from a group's page.
Agenda — Upload a Document: learn how to add / upload a document to the meeting agenda.

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