Format an Agenda

In This Article

Before You Begin

Format an Agenda

Choose What Appears

Preview and Download the Agenda

Format an Agenda Template

Duplicate a Formatted Template

Troubleshooting

Before You Begin

Use custom agenda formatting to create professional agendas that match your organization’s needs. You can add a logo, customize text, adjust the page layout, and choose which agenda details appear.

Custom formatting applies to agenda PDFs and board packets. It does not change how the agenda appears on the meeting page or public site.

Custom agenda formatting is available on all plans but requires the new agenda builder.

Prerequisites

Before formatting an agenda:

• Create an agenda using the new agenda builder.
• Add your agenda items and attachments.
• Have your organization’s logo available if you plan to add one.

Format an Agenda

1. Open the meeting containing the agenda you want to format.
2. Open the agenda in the new agenda builder.
3. Select Format Agenda.
4. Upload your organization’s logo.
5. Resize, crop, and position the logo as needed.
6. Enter the text you want to display in the header and footer.
7. Choose your typography settings:
   • Font
   • Font size
   • Line spacing
8. Adjust the page width.
9. Review your changes in the live preview.

The live preview shows how the agenda will appear when downloaded as a PDF or included in a board packet.

Choose What Appears

Use the display options under Format Agenda to show or hide specific agenda details.

Turning off the attachment display does not remove attachments from the meeting or prevent them from appearing in the board packet.

Preview and Download the Agenda

1. Select the full preview option.
2. Review each page for spacing, text, and page breaks.
3. Return to the formatting options if you need to make changes.
4. Select Download to save the formatted agenda as a PDF.

The downloaded PDF will match the full preview. The same formatting will also appear when you generate a board packet.

Format an Agenda Template

Apply formatting to an agenda template when you want every agenda created from that template to use the same design.

1. Open the agenda template.
2. Select Format Agenda.
3. Add your logo and customize the typography, layout, and display preferences.
4. Review the template in the live preview.
5. Save the template.

Each agenda created from the template will retain its formatting. You can update the formatting for an individual agenda without changing the original template.

Duplicate a Formatted Template

1. Open the agenda template you want to copy.
2. Select Duplicate.
3. Enter a name for the duplicated template.
4. Save the template.

The duplicated template retains the original template’s agenda settings and custom formatting.

Troubleshooting

Why does the meeting page look different from the preview?

Custom agenda formatting applies only to agenda PDFs and board packets. It does not change the agenda displayed on the member meeting page or public site.

Will hiding attachments remove them from the board packet?

No. Hiding attachment details changes only what appears on the formatted agenda. The attachments will still be included when you generate the board packet.

Why can’t I find Format Agenda?

Custom formatting requires the new agenda builder. Confirm that the agenda was created with the new builder.

Why does my downloaded agenda look different from the preview?

The exported PDF should match the live preview. Refresh the agenda, review the preview again, and download a new copy. If the formatting still differs, contact the Support team.

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