If your Agenda structure doesn’t change much meeting to meeting, get a head start on creating your agenda by copying a template, utilising our new Copy Agenda action.
When on your Agenda list page, either on the Agenda or Resources module, open the actions dropdown menu and select Copy Agenda.
- All Agenda content, including supporting documents
- All settings and permissions
- The Calendar date and event; if the date has not already past.
Only the Agenda name will be blank, allowing you to update the name to your next Board Meeting. You can see an example of a Copied example below.
To find out more about other Agenda features, please click here or contact your Customer Success Manager.