Creating and Editing an Agenda in Agenda Center

Creating agendas is an important workflow to ensure your board and committee meetings are on task and organized. A meeting agenda helps you and your colleagues prepare for a meeting and guide yourselves through the items you need to discuss. Time spent in planning an agenda will likely save time for all meeting participants by providing a clear set of topics, objectives, and time frames.

Previous Step: Create an Agenda Center Category

Add an Agenda Item

1. Sign in to your site

2. Navigate to Modules > Content > Agenda Center

3. Select a Category with Approved Items

   Note: You can only add approved items to an Agenda.

4. Add or Modify an Agenda

5. Drag and drop items to build the Agenda

6. Choose Save or Save and Send if subscribers are allowed

Add a New Agenda

1. Sign in to your site

2. Navigate to Modules > Content > Agenda Center

3. Select the desired category

4. Click Add Agenda

   Note: You must create items before you create your agenda.

5. Fill out fields

   • Meeting Date: Enter a date for the meeting

   • Upload an agenda: Select if you want to upload a pre-existing agenda from your computer

   • Description: Provide a brief description

   • Link to Media (optional): Paste a link to external or Media Center media

     • Open in new window: Select to open the link in a new window

   • Media Type: Indicate whether the media is Video or Audio

6. Click Save and Publish in the top-right corner

7. Click back into the agenda you just made by selecting Actions > Modify

8. Modify the agenda settings

   • Header and Footer: Edit or review the default header and footer

   • Approved and Default Items: Drag-and-drop items into the agenda

     • Indent items from the previous item to become a sub-item of the previous item on the agenda and numbered accordingly.

     • To change an item’s location on the agenda workbench, click on the item and drag and drop it to the new location. The item will then be renumbered accordingly.

     • To remove an item from the agenda, click the item and drag it back to the Approved or Default Items section.

9. Select Save

10. Select if you would like the agenda to show as amended or not