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Agenda Troubleshooting

Learn how an admin can troubleshoot common difficulties with Agenda PDFs

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over 2 weeks ago


TABLE OF CONTENTS


I. Agenda PDF Doesn't Show Edits

If the agenda is edited, and the PDF does not show the expected updates, re-saving the agenda may help it to update.

To do so:

  1. Navigate to the desired Agenda

  2. Click an item in the agenda so that a menu opens on the right side of the page

  3. Without changing anything in this menu, click Save

  4. Click Agenda Options

  5. Click View as PDF

If the problem persists after trying this, the browser may have cached an outdated view. To fix this, and view the most recent version of the PDF, clear the browser's cache. To do so for Chrome:

  1. On your computer, open Chrome.

  2. At the top right, click More (⋮)

  3. Click Clear browsing data.

  4. Select a time range; we recommend All Time

  5. Click Clear data.

  6. Revisit the desired Agenda and click Agenda Options

  7. Click View as PDF

    1. New copy of PDF opens displaying desired edits

II. Agenda Missing From Meeting Page

When an already-built agenda is missing from a meeting page, the cause is usually that the meeting creator accidentally drafted the same meeting twice.

As such, if a meeting page shows a Start Agenda button where existing agenda items are expected, please take the steps below to find the correct meeting page:

  1. Click Meetings on the leftmost menu, opening the Upcoming Meeting list

  2. Look for a meeting with the same date and title as the one previously open; click this list entry to open the duplicate meeting page

  3. Click Materials to view its agenda

III. Members & Observers can't View Agenda

Future meeting

When an agenda for a future meeting can be edited by admins and collaborators, yet can't be viewed by members or observers, the cause is that the meeting's materials are not yet published.

Only an admin, meeting creator / owner, or collaborator can fix this.

To learn how to publish meeting materials and let non-collaborator members and observers view the agenda, please see Related Articles.

Past Meeting

When Minutes are published, this content replaces the agenda on the member / observer view of a meeting page.

To let members and observers access the Agenda after publishing Minutes, please use one of the options below.

  • Direct attendees to download the agenda PDF before the Minutes are published

  • Download the agenda PDF and upload it elsewhere on the platform

  • Promote the desired attendees to Meeting Collaborator, letting them access the admin view of the meeting page, including the agenda

  • Create a Public page including the agenda

To learn how to use these options, please see Related Articles.

IV. Agenda Editor too Narrow

When the agenda editor displays in such a narrow format that agenda items are listed vertically instead of horizontally, the following steps can expand it.

  • Maximize the window to its largest possible size

  • If working on two monitors, drag the window to the larger of the two

  • Collapse the sidebar, using the button at the top left side of the screen showing a < character and 3 dots in a square

  • Zoom out

V. Agenda not Editable

When someone cannot edit an agenda nor attach documents to it, this is because their meeting role is Attendee. Agenda editing permissions are not included in this role’s access.

To let this person create or make changes to the agenda, an admin or Meeting Creator / Owner must promote them to Meeting Collaborator or Meeting Owner.


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