Skip to main content

Search

Set Up Agenda Scripts

  • Updated:

Overview  

The Agenda Script functionality allows for the creation of an alternative version of the Agenda, which can include optional text for your sections and items. Most commonly this allows for a version of the Agenda that can be presented to the head of the meeting with verbal cues or other important notes that are used to direct the flow of the meeting. Your primary Agenda remains available while using Agenda Script functionality.

 

Important Notes

  • To manage these settings a user must have the “Has Access to Meetings Site Settings” permission in their User Profile.
  • Agenda Script uses append functionality exclusively. This means that the system takes your existing Agenda design (what you see when using Agenda Preview) and appends your Script content below every section and item.
  • Best Practice Recommendation: Utilize the base Agenda Script Design, provided below in the "Add or Edit Available Agenda Script Designs" section, to start your design. Adjustments can be made to the base template as desired.

 

Instructions

Add or Edit Available Agenda Script Designs

 

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Minutes Design
    minutes design
  4. Click New Minutes Design to start a new design or click the Edit button to modify an existing design
    new minutes design
  5. Fill in the details
    minutes design fields
    • Name: Enter a unique name that will be used in the Settings to reference this design
    • Content: Create a design that dictates what your Agenda Script content will look like on your generated document.
      • Note: This field uses Merge Tags to dynamically pull in related item content when generated your documents.
      • Note: Our recommended base template below can be copied/pasted into the Code View for this field.  
        <table style="width: 100%;">

        <tbody><tr><td>

        <span style="color: rgb(209, 72, 65);">

        <strong>[SCRIPT][IGNORE_INDENT]</strong>

        </span>

        </td></tr></tbody>

        </table>
  6. Click Add New Minutes Design (if creating a new design) or Save Changes (if modifying an existing design)
    add new minutes design
    • Note: Changes to Agenda Script Designs are effective the next time the document is previewed or created, if the design is properly assigned to the Meeting Type.

 

Assign Agenda Script Designs to a Meeting Type

 

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Meeting Types
    meeting types
  4. Click the Edit button for the desired Meeting Type
    edit meeting type
  5. From the View menu, select Agenda Script
    view agenda script
  6. Select Script Designs
    script fields
    • Agenda Script Word Design: The Word Design to be used as the base template for the generated document
    • Agenda Script Section Design: The Agenda Script design that will be appended below all sections
    • Agenda Script Item Design: The Agenda Script design that will be appended below all items
  7. Click Save Changes
    save changes
    • Note: Changes to Agenda Script Settings are effective the next time the document is previewed or created, if the settings are properly assigned to the Meeting Type.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.