Agenda (Meeting Owner / Collaborators)
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      Agenda — View and Print

      Learn the options to view an agenda, and how to print it

      TABLE OF CONTENTS

      I. Introduction to Agenda Views

      II. View Agenda From Meeting Page

      III. View Agenda In Browser

      IV. View Agenda PDF Without Document Attachments

      V. View Agenda PDF With Document Attachments

      VI. View Agenda From Boardable Video Meeting

      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

      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

      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 as a meeting admin, meeting owner, or meeting collaborator: 

      1. Navigate to the meeting page

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

      2. Click Materials

        1. Agenda displays in the center of the page

         

      To view an agenda from a meeting page as a meeting attendee: 

      1. Navigate to the meeting page

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

      2. Click Agenda
        1. 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:

      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 View in Browser

        1. In-browser view opens in a new tab or window

          view_in_browser

      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

        • Meeting title

        • Meeting date

        • Meeting time

        • Meeting description

      To open the Agenda (no docs) view:

      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 (No Docs)

        1. A PDF of the agenda with no attachment links opens in a new tab or window

          view_pdf_no_docs

      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

        • 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:

      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 View PDF

        1. A PDF of the agenda with links to each of its attachments opens in a new tab or window

          view_as_pdf

      To open a PDF of the agenda with attachment links as a meeting attendee:

      1. Navigate to the meeting page

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

      2. Click Agenda

      3. Click View as PDF

        view_as_pdf

      VI. View Agenda From Boardable Video

      To view an agenda from a Boardable Video Conferencing session meeting:

      1. Join the meeting (to learn how to do this, please see Related Articles)

      2. Click the Agenda button on the video call's left navigation panel

        1. Agenda opens in left panel of Boardable Video meeting

          list_icon


      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:

      1. Open the in-browser view as described in section III

      2. Click Print agenda

        1. Device's print menu opens; complete this to finish printing

        2. Personal notes are included in the printed copy

          print agenda button

      To print the agenda the agenda from a PDF:

      1. Open the PDF without attachments as described in section IV, or with attachments as described in section V

      2. Click the print icon shown by the browser at the top of the PDF

        1. Device's print menu opens; complete this to finish printing

          printer_icon

      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.

      • Join Boardable Video Conferencing Session: follow these steps to join a meeting using Boardable Video.