Email Link to Agenda

Modified on Fri, 12 Jun at 3:20 AM

You can send a direct link to an Agenda to board members or groups without leaving IntelligenceBank.

How to Email an Agenda Link

Click into your list of Agendas, find the relevant agenda, and click the downward arrow/triangle dropdown to the right of it. From that menu select Email Link.

Email Link option in the agenda actions dropdown

A popup window will open where you can select an individual user to email, or select a group to pre-populate the "To" field with all group members. You can then remove any members you don't want to include.

You can also add a personal message to the email if desired.

When done, click Send. Recipients will receive an email containing your message and a link that takes them directly to the agenda.

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