Edit the Script of an Agenda Item or Section

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The Agenda Script feature allows organizations to create an alternate version of an agenda that includes additional text for agenda sections and items. This script version is commonly used by meeting leaders or clerks to provide verbal cues, talking points, or other notes that help guide the flow of a meeting. The original agenda remains unchanged and available while using Agenda Scripts.

After Agenda Scripts have been set up, users can edit the script text for individual agenda items or sections as needed. Multiple item and section scripts can also be updated at the same time.

This article explains how to edit agenda item and section scripts in the Meetings module.

Important Note

You must configure at least one agenda script before you can edit the script of a specific agenda item. View our Set Up Agenda Scripts article to learn how to create and assign an Agenda Script template.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:
    An example agenda tile in the Meetings module.

  4. Click the Select button:

    A white, rectangular Select button.

  5. Click the Select All button to select all items and sections, if desired:

    A white, rectangular Select All button that can be clicked to auto-select all items on the agenda.

  6. Or check individual checkboxes to select multiple items and sections, if desired:

    Example agenda section and item checkboxes.

  7. Click the Script button:
    The Script button in the row of Bulk Actions buttons to the right of the Back to Agenda button.

  8. Edit the Item Script or Section Script field as desired:
    The Item Script Field on an example Edit Script modal.

  9. Use the paragraph formatting and text formatting tools to format the display of the script text as desired:
    The paragraph and text formatting tools above the Item Script text box.

  10. Click the Save button to save your changes:
    The green, rectangular Save button in the lower-right corner of the Edit Script modal.

  11. Click the OK button on the “Successfully Save!” pop-up message:
    A green, square OK button on the Successfully Save! pop-up.

  12. If you have selected multiple items and section scripts to edit, click the Prev (Previous) and Next buttons to move between the scripts and repeat steps 8 through 11 to update the other scripts:

    The purple, rectangular Previous and Next buttons to the right of the section or item name on the Edit Script modal.

  13. When you are finished editing, click the Close button to exit the Edit Script dialog:
    The white Close button in the lower-right corner of the Edit Script modal.

  14. The selected scripts have been updated, and you can click the Back to Agenda button to exit the Bulk Edit view and return to your agenda:

    The gray, rectangular Back to Agenda button below the meeting name which can be clicked to return to the Agenda View.