The Agenda page, or Agenda view, is where you can see and edit agenda details, including its sections, items, and settings. This article provides an overview of those agenda details and the editing tools available on the page, including how to create, delete, reorder, copy, and move sections and items. Many of these tools link to dedicated articles with step-by-step instructions.
Sections and items you create here, and the order you arrange them in, populate the Public Portal's “Meeting Overview” tab once the agenda is published. See the Public Portal Overview article for more information.
Important Note:
The editing tools available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account. See the Security Profiles and Custom Profiles Overview article for more information on how these permissions are assigned.
Instructions
Sign in to the system if you have not already.
Navigate to the Meetings module:
Select the desired agenda:
View the agenda page to access all editing functions:
Edit Agenda Settings: Select to edit agenda details:
Settings Tab:
Agenda Name (required): Name of the agenda.
Linked Event: Event associated with the agenda.
Meeting Date/Time (required): Auto-fills with the event date and time.
Cut-Off Date/Time (required): Last date and time users can add items to the agenda.
Agenda Finalized: Select Yes or No from the dropdown list to indicate if the agenda has been finalized.
Template: Select a template for your agenda.
Type of Meeting: Auto-fills with the agenda type.
Delete: Removes the agenda. See the Delete an Agenda article for instructions. Deleted agendas can be restored using the Trash Can feature.
Agenda Unlocked/Locked: Controls whether the agenda can be edited. See the Lock and Unlock an Agenda article for instructions.
Numbering Tab (fields not pictured):
Meeting Date/Time (required): Auto-fills with the event date and time.
Cut-Off Date/Time (required): Last date and time users can add items to the agenda.
Item Style/Format - Levels 1 through 6: Indicate the desired style or format for each agenda level.
Continuous Numbering: Check this checkbox to use continuous numbering.
Cancel: Cancel all changes to the agenda settings.
Save Agenda Settings: Click to save changes to the agenda settings.
Select: Click to apply an action to multiple items or sections at once: copy, move, add a note, add a script, adjust layout, or delete. See the Use Bulk Actions on an Agenda article for step-by-step instructions:
Copy: Click to copy selected items or sections.
Move: Move selected items or sections to another agenda.
Note: Click to add notes to selected items or sections.
Script: Click to add a script to selected items or sections.
Layout: Select to edit the layouts of selected items or sections.
Delete: Choose to delete selected items or sections.
Reorder: Click to change the order of sections and items on the agenda. See the Edit Section and Item Order article for step-by-step instructions:
Create: Click to add new sections or items to the agenda. See the Add a Section or Add and Manage Agenda Items articles for step-by-step instructions:
View: Click to switch between different views of the agenda:
Agenda: Displays and lets you edit the sections and items that make up this agenda. This is the default view for agendas in the Meetings module.
Agenda Fields: View or edit the custom agenda fields applied to meetings of this meeting type. See the Manage Agenda Custom Data article for instructions.
Agenda Files: Upload, send, delete, and publish agenda files to the Board Portal or Public Portal.
Upload: See the Upload an Agenda and Agenda Files article for instructions.
Send: See the Email Agenda Files article for instructions.
Delete: See the Delete an Agenda File article for instructions.
Publish to Board Portal: See the Publish Files to the Board Portal article for instructions.
Publish to Public Portal: See the Publish Files to the Public Portal article for instructions.
Agenda Attachments: View agenda attachments and edit associated items. See the View All Attachments on an Agenda article for instructions.
Agenda Timeline: View all edits made to the agenda. See the Agenda Timeline article for more information.
Agenda Preview: Preview your agenda. See the Agenda Preview article for instructions on using the PDF Viewer's tools.
Agenda Script Preview: Preview your agenda script. See the Agenda Script Preview article for instructions on using the PDF Viewer's tools.