TABLE OF CONTENTS
VII. Print Agenda
I. Introduction to Agenda Views
There are five agenda view options:
From the meeting page
The admin can edit the agenda via this view
Meeting members and observers can use this view to add personal notes
In web browser
The admin can use this view to add personal notes
No sidebars (for editing or navigating elsewhere in the platform) are displayed in this view
PDF (no docs)
A PDF of only the Agenda, not including links to its attachments
No sidebars (for editing or navigating elsewhere in the platform) are displayed in this view
PDF (with documents attachments included)
A PDF of the Agenda with links to its attachments; these links open to the in-app PDF view of the document
No sidebars (for editing or navigating elsewhere in the platform) are displayed in this view
From Boardable Video Conferencing Session
Boardable Video participants can use this option to view agenda items without navigating away from the video call
This is the only option guests can use to view the agenda in the platform
Of these, only the web browser and PDF views can be printed via the platform.
All views of the agenda include the details below:
Agenda item text
Agenda item description text
Duration, if any is set
People responsible, if any are set
Attachment document titles, if any are added
Agenda views do not include author name, editor names, or other information on edit history.
To learn how to navigate to each view, please see the sections below.
II. View Agenda from Meeting Page
Notes: This view is editable by default for admins, meeting owners, and meeting collaborators
To view an agenda from a meeting page:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Materials
Agenda displays in the center of the page
III. View Agenda in Browser
Note: only admins, meeting creators, and meeting collaborators can access this view
To open an in-browser view of the agenda as an admin, meeting creator, or meeting collaborator:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Materials
Click Agenda options
Click View in Browser
In-browser view opens in a new tab or window
It's not possible to navigate from the in-browser view to other areas of the platform via any interface buttons.
To get back to the meeting page, or visit other parts of the platform, return to the window or tab opened during step 1.
IV. View Agenda PDF Without Document Attachments
Notes:
Only admins, meeting creators, and meeting collaborators can access this view
The PDF of an agenda for a Boardable meeting which uses Boardable Video includes the Boardable Video dial-in number and PIN
Agenda PDFs can be downloaded before or after publication
Before publication, only admins, meeting creators, and meeting collaborators can access this view
After publication, this view can be accessed by the meeting creator, organization admins, and all invited users and guests
Agenda PDFs add a heading above all agenda items, including the following details:
Organization logo, if any is set in organization settings
To learn how to add logo, please see Related Articles
Meeting title
Meeting date
Meeting time
Meeting description
To open the Agenda (no docs) view:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Materials
Click Agenda options
Click Agenda (No Docs)
A PDF of the agenda with no attachment links opens in a new tab or window
V. View Agenda PDF With Document Attachments
Notes:
The PDF of an agenda for a Boardable meeting which uses Boardable Video includes the Boardable Video dial-in number and PIN
Agenda PDFs can be downloaded before or after publication
Before publication, only admins, meeting creators, and meeting collaborators can access this view
After publication, this view can be accessed by the meeting creator, organization admins, and all invited users and guests
Agenda PDFs add a heading above all agenda items, including the following details:
Organization logo, if any is set in organization settings
To learn how to add logo, please see Related Articles
Meeting title
Meeting date
Meeting time
Meeting description
To open a PDF of the agenda with attachment links as an admin, meeting creator, or meeting collaborator:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Materials
Click Agenda options
Click View PDF
A PDF of the agenda with links to each of its attachments opens in a new tab or window
To open a PDF of the agenda with attachment links as a member or observer:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Agenda
Click View as PDF
VI. View Agenda From Boardable Video
To view an agenda from a Boardable Video Conferencing session meeting:
Join the meeting (to learn how to do this, please see Related Articles)
Click the Agenda button on the video call's left navigation panel
Agenda opens in left panel of Boardable Video meeting
VII. Print an Agenda
The most printer-friendly versions of the agenda are the in-browser view and the PDF views.
To print the agenda from the in-browser view:
Open the in-browser view as described in section III
Click Print agenda
Device's print menu opens; complete this to finish printing
Personal notes are included in the printed copy
To print the agenda the agenda from a PDF:
Open the PDF without attachments as described in section IV, or with attachments as described in section V
Click the print icon shown by the browser at the top of the PDF
Device's print menu opens; complete this to finish printing
Related Articles
Navigate to Meeting Page: learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Agenda — Upload Document: learn how to add / upload a document to the meeting agenda
Personal Agenda Notes: learn how to view and add documents from a group's page.
Organization Settings: Discover how Settings gives you access to Default features for: timezone, agenda list styles, agenda templates, and delete agenda template.
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
Join Boardable Video Conferencing Session: follow these steps to join a meeting using Boardable Video.