Agenda Details Overview

This article is a brief guide on the Agenda page and editing tools.

Instructions

1. Navigate to the Meetings module
   
2. Select an Agenda
   
3. View the agenda page to access all editing functions
   
   
   • Edit Agenda Settings: Select to edit agenda details
     
     
     • Agenda Name: Name of the agenda
     • Linked Event: Event associated with the agenda
     • Meeting Date/Time: Auto-fills with the event date and time
     • Cut-Off Date/Time: Last date and time users can add items to the agenda
     • Agenda Finalized: Yes or No
     • Template: Select a template for your agenda
     • Type of Meeting: Auto-fills with the agenda type
     • Delete: Delete the agenda
       
       Note: You can retrieve deleted agendas with the Trash Can feature.
     • Agenda Unlocked/Locked: Locks or unlocks the agenda
   • Select: Click to Use Bulk Actions on an Agenda
     
     
     • Copy: Select to copy all selected items
     • Move: Move all selected items to another agenda
       
       Note: Select to add notes to all selected items.
     • Script: Click to add a script to multiple items
     • Layout: Select to edit the layouts of multiple items
     • Delete: Choose to delete multiple items
   • Reorder: Select to Edit Section and Item Order
     
   • Create: Add new sections or items
     
   • View: Click to change the agenda view
     
     
     • Agenda: View Agenda sections and items
       
       Note: Agenda is the default View.
     • Agenda Fields: View or edit the custom Agenda Fields applied to meetings of this meeting type
     • Agenda Files: Upload, Send, Delete, and publish Agenda Files to Board or Public Portal
     • Agenda Attachments: View Agenda Attachments and edit associated items
     • Agenda Timeline: View all edits made to the Agenda
     • Agenda Preview: Preview your agenda
     • Agenda Script Preview: Preview your agenda script