There are two ways to create an Agenda:
1. Within the Agenda Module
Enter your Agenda module by clicking on the parent Agenda menu* which should appear along the top of your screen, or within a dropdown in that top section.
Once you're in the Agenda module, you can click on the Add Agenda icon on the top right of your screen to start creating an agenda.
2. Within the Resources module
If you're within a Resources folder, you can also create an Agenda directly from this page. At the top right of your screen will be a small icon with 3 dots (the More icon). Clicking this will prompt a number of actions for you to choose from, select Create Agenda to open a new one in the Agenda module.
The Agenda Builder
The Agenda Builder has a split screen view. The left side of the agenda builder is for creating and selecting content.
The right side of the screen is a preview of the Agenda - which also gives you the ability to re-order Agenda items and add times and descriptions to each item. Folders and files from the left side of the screen can be dragged and dropped to the desired location in the right side.
On the left-hand-side you must add an Agenda Name - where you can title your agenda. You may want to include dates in the title to easily distinguish them if you have a lot of Agendas.
You can also Link Calendar Events - linking the meeting to an existing event in your Calendar module where an address and map are also displayed.
You can add a Custom Agenda Item, or select an item from your Resources to add as an agenda item.
On the right-hand-side you can also add an Item Description, times/duration for each item, and also add Presenter information by clicking the edit icon next to each item.
At the bottom of the left side is Agenda Settings whereby you can select to use Automatic Numbering for your agenda items, select a custom icon for your agenda, and also add Permissions.
Once you have finished you will need to Save your agenda.
* Depending on the customisation of your platform, the Agenda menu item might not always be in the parent menu but may be located under another parent menu item.
Next:
How to Add a Custom Agenda / Conversation Item
Related:
Automatic Numbering & Permissions
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