Create and Link an Agenda

This article will show you how to create an agenda and how to associate that agenda with an event.

For instructions on how to quickly save and add multiple agendas, view our Save and Add New Agendas article.

Instructions

1. Sign in to your solution if you have not already
2. Navigate to the Meetings module
   
3. 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.
   
4. Fill in the New Agenda information fields
   
   • Agenda Name (required): Enter an easily searchable name
   • Agenda Type (required): Select 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
5. Click the Existing Event tab to link the new agenda to an event that already exists in the system
   
   1. Click the Select Event field to select an existing event from the dropdown list and connect the new agenda to that event
      
6. Or click the New One-Time Event tab to create a new event that you can link the new agenda to
   
   1. 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
7. Click the Create Agenda button to create and begin editing your agenda
   
   
   Note: You can also click the Create and Add New button to save this agenda and automatically start creating another new agenda.
   
8. Event information and scheduling reminders will automatically populate in the Agenda page sidebar
   

Resources

• Save and Add New Agendas