Creating a Meeting Agenda

Important Notes:

• Agendas are comprised of group topics which represent formal topics a group is addressing as well as meeting-specific topics which are only accessible via the meeting agenda.
• Meeting-specific topics do not have additional information associated with them such as detailed descriptions, voting, or files.
• An agenda saved as a template can be loaded into a future meeting and can be further customized for that meeting. To learn more about creating an agenda template, click here.

1. Manually Creating a Meeting Agenda

1. First, access the meetings list for the current group by clicking on the 'Meetings' link in the header of the application.

Note: You can also access a Meeting by clicking on the meeting title in the 'Meetings' frame on the associated group's home page.

2. Next, click on the title of the meeting you wish to create an agenda for, to open the meeting's home page.

3. Next click the 'Create/Edit Agenda' icon in the right corner of the 'Agenda' frame on the meeting's home page.

4. Next, click either the 'Add Existing Group Topic' button or 'Add Meeting-Only Topic' button to begin creating the agenda.

   Note:

   • Add Existing Group Topic - A topic already associated with the group. All group topics can be accessed from a group's home page.
   • Add Meeting-Only Topic - A topic specific to this meeting such as 'introductions' or 'review of previous minutes'.
   • Load Agenda Template - A previously saved agenda can be loaded in lieu of or in addition to manually adding topics. More information on loading a template is provided below.

   

    

   5. Next, for each topic added, you may also assign a specific amount of time for it on the agenda. You may also re-order the agenda by click-holding and dragging the 'dot' icon of the desired agenda row and moving it up or down to re-order the topic on the agenda.

    

   6. Lastly, click on the 'Save' button in the lower right corner of the form to save the agenda.

   
   
   

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    2. Loading an Agenda Template

   1. First, access the meeting's agenda using the directions stated above.

    

   2. Next, click on the 'Load Agenda Template' button. Note:
   • Loading an agenda will delete any existing topics. You may however add topics or edit the agenda as required after loading the template.
   • You cannot load an agenda if any existing items possess associated meeting minutes as those cannot be removed from the agenda.

   

    

   3. If existing topics are already added to the agenda, confirm replacement of those items by clicking 'Yes' in the confirmation dialogue.