Agenda Options

When creating your agenda, you will notice agenda options at the top of the screen: 

Importing a Previous Agenda

Once an Admin has created one or more board books, they can import a previous agenda into a new board book. This imported agenda can then be used as is or edited, saving significant time. Simply click on ‘Import’, then ‘Previous Agenda’ and a list of previous meetings will appear.  Click on the meeting agenda you wish to import. 

Import Minutes

Once minutes have been uploaded to your past meetings, you can easily import meeting minutes into your agenda line. Click on ‘Import’, then ‘Meeting minutes.’ Filter through meeting minutes by group/committee, preview minutes document, or click on a meeting to quickly attach it to your agenda.

Import From Word

Click on ‘Import’, then ‘From Word.’ Select a Word file to import to your agenda. Paragraphs will be interpreted as agenda items and if a paragraph is in a numbered or bulleted list, the agenda item will be numbered.

Download

You have two options for creating and downloading a pdf. You can choose to create a pdf of the agenda only, or combine all the files loaded into your agenda into one pdf. This is not necessary since your members will be interacting with the documents within the agenda as the meeting proceeds, but useful if you are still providing paper copies of meeting materials. 

Published/Unpublished

Once you are ready to publish the board book and make it available for board members to see, click the Published/Unpublished toggle button to change to ‘Published’. This publish setting is separate from the meeting publish status. Tip: If your meeting is published but the board book isn’t visible in the member portal, check to see if your board book is published.