Agendas are used to organize meeting items, manage approvals, and prepare meeting packets. When creating an agenda, you can link it to an existing event or create a new event at the same time. Linking an agenda to an event connects meeting details such as the date, time, location, and public notice information, helping keep your meeting information consistent across the system.
This article will explain how to create an agenda and associate it with a new or existing event.
For instructions on how to quickly save and add multiple agendas, view our Save and Add New Agendas article.
Instructions
Sign in to your solution if you have not already
Navigate to the Meetings module:
Click the New Agenda button:
Note:
You can also quickly save and add new agendas by navigating to the Quick Add menu and clicking the Create Agenda option:
Fill in the New Agenda information fields:
Agenda Name (required): Enter an easily searchable name
Agenda Type (required): Select an agenda type
Cut-Off Date (required): Enter or select the last day a user can add items to the agenda
Cut-Off Time (required): Enter or select a specific timestamp to end additions to the agenda
Click the Existing Event tab to link the new agenda to an event that already exists in the system, if desired:
Click the Select Event field to select an existing event from the dropdown list and connect the new agenda to that event:
Or click the New One-Time Event tab to create a new event that you can link to the new agenda, if desired:
Fill in the New One-Time Event information fields:
Event Name (required): Add an event name
Event Category: Choose a category from the dropdown list
Notice: Enter the text of an event notice, if desired
Event Date: Select a date for the event
Event Time: Select a time for the event
Address: Enter the Address, City, State, and Zip Code of the event
Click the Create Agenda button to create and begin editing your agenda, or click the Create and Add New button to save the current agenda and automatically start creating a new one:
The agenda has been created, and event information and scheduling reminders will automatically populate in the Agenda view sidebar:
