Create and Link an Agenda

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

Instructions

1. Navigate to the Meetings module
   
2. Select New Agenda
   
   
   Note: You can also create and link new agendas by selecting Quick Add > Create Agenda.
   
3. Fill in New Agenda fields
   
   
   • Agenda Name: Enter an easily searchable name
   • Agenda Type: Select agenda type
   • Cut-Off Date: Last day a user can add items to the agenda
   • Cut-Off Time: Specific timestamp to end additions to the agenda
4. Link the agenda to an event
   
   • Existing Event: Select to link agenda to an existing event and choose an event from the drop-down list
     
   • New One-Time Event: Create a new event for your agenda
     
     
     • Event Name: Add an event name
     • Event Category: Choose a category from the drop-down
     • Event Date/Time: Select a date and time for the event
     • Address: Enter the address, city, state, and zip code for the event
5. Select Create Agenda to create and begin editing your agenda
   
   
   Note: Click Create and Add New to save this agenda and automatically start work on another new agenda.
6. On the Agenda page, the Event information will auto-populate with scheduling reminders