Agendas Walkthrough

This article will show you a brief overview/tutorial on the Agenda functionality of Agenda and Meeting Management Select. This article will provide you with relevant articles on how to perform each step.

Walkthrough

1. Create an Event

   • Create a One-Time Event

   • Create a Recurring Event

     Note

     Events are often already created for future meetings, so you must search and ensure you are not creating duplicates

2. Create the Agenda

   Note

   This will populate default the agenda's sections and default items.

3. Add any additional Sections

4. Add any additional Items

5. Manage Items as necessary

   Note

   This is where you will input most of your information. In general, your Items screens are fairly customized and will vary from organization to organization. You may have fairly unique processes in how you want to populate data into items and process approvals. You may want to seek out more customized information in the Items section of the Help Center if you have specific questions.

6. Generate the Agenda and Agenda Packet

7. Publish the Agenda and Agenda Packet