All Collections
Meetings
Agendas
Create a meeting agenda
Create a meeting agenda

If you're a secretary, learn how to create an agenda, add motions, and reorder agenda items

Updated over a week ago

Create an agenda

You create an agenda once you've created the meeting.

  1. In the meeting you just created, select Send Invitations. The agenda is already populated for you but you can change it.

  2. To add a new agenda item, select +.

  3. Enter the agenda item and a description. ​

  4. Select Click to upload file to attach a file, or you can drag and drop a file onto the agenda.

  5. Select Insert link to paste a link to a URL. (Select the cross to remove it.)

  6. Select Add motion if there is an item you want the board or committee to vote on in the meeting. (You can add as many motions as you like). Find out how to manage meeting votes.

  7. To make an agenda item a sub-item, select the arrow icon. Select again to make it a main item. ​

  8. To change the order of agenda items, use the drag handle to move the item to the correct location.​

  9. Select Save changes. The agenda is saved.

Did this answer your question?