Create Meeting Agendas
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      Agenda — Build and Edit

      Learn how to build an agenda from scratch or from a template, edit items, and move items around.

      TABLE OF CONTENTS


      Accessing the agenda
      Build an agenda from scratch
      Build an agenda from a template
      Build an agenda from a previous meeting
      Edit or delete agenda items
      Clear or delete an agenda

      Before You Begin

      Meeting agendas provide structure for discussions and help participants prepare for upcoming meetings. Agendas can be created, edited, and customized by admins, meeting creators, and meeting collaborators. Members and observers without collaborator permissions can only view agendas after meeting materials are published.

      Agendas can be built on the web or desktop app, but not on the mobile app. They support text formatting, hyperlinks, and file attachments, but do not allow custom headers, footers, or margin adjustments.

      You can build a new agenda in three ways:

      • Start from scratch

      • Use an agenda template

      • Copy the agenda from a previous meeting in the same series

      Accessing the agenda

      Most actions begin the same way:

      1. Navigate to the meeting page.

      2. Select Materials.

      3. Choose Start from scratch, Start with a template or Start with previous agenda select an existing agenda item.

      4. Screenshot 2025-09-16 at 2.27.39 PM

      Build an agenda from scratch

      1. From the agenda options, select Start from scratch.

      2. Enter your first item in Agenda item text.

        • Click Save to keep the item, or press Return to add another.

        • Sub-items can be added with + sub-item.

      3. Edit details in the right-hand panel:

        • Item text and description

        • Duration

        • People responsible

        • Attachments

      4. Open Agenda Options for more actions:

        • Save as template

        • View as PDF

        • View in browser

        • Agenda settings (choose list style)

        • Clear agenda to remove all items

      Build an agenda from a template

      1. Select Start with a template.

      2. Choose a template from the list and preview it.

      3. Click Use Template.

      4. Edit items as needed in the right-hand panel.

      5. Use Agenda Options to save as a template, export as PDF, adjust list style, or clear the agenda.

      Build an agenda from a previous meeting

      Available only for meetings in a recurring series.

      1. Select Start with last meeting’s agenda.

      2. The agenda from the most recent meeting in the series will load for editing.

      Edit or delete agenda items

      Edit an item

      • Click an agenda item.

      • Make changes in the right-hand panel.

      • Click Save.

      Delete an item

      • Click an agenda item.

      • In the right-hand panel, select Delete.

      Change list format

      • Open Agenda Options > Agenda settings.

      • Select a format.

      • Click Save.

      Clear or delete an agenda

      Deleted agendas cannot be restored.

      1. Open Agenda Options.Screenshot 2025-09-16 at 2.29.36 PM

      2. Select Clear agenda.

      3. Confirm by clicking OK.

      Questions? Contact your CSM or write to the Support team at support@boardable.com