How do I create an Agenda?

Agenda Options

1. Select all - selects all agenda line items.
2. Unselect all - deselects all agenda line items. 
3. Convert to Agenda sub-item - indents the selected line item(s).
4. Convert to Agenda item - removes indention on selected line item(s).
5. Numbering on/off - turns agenda number formatting on/off for the selected line item(s).
6. Add/Edit designated time - overrides any existing designated time setup on each selected line item. 
7. Add/Edit Contributor - overrides any existing contributor requests on each selected agenda line item.
8. Add/Edit Presenters - overrides the existing presenter assignment on the selected item(s).
9. Add/Edit Permissions - overrides any existing line item viewing restrictions. 
10. Delete items - delete the selected agenda line item(s).  

New Agenda Item - Use this button to create your first Agenda line.  

Import: 

Import a Previous Agenda - Once an Admin has created one or more board books, an agenda can be imported from 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 Meeting Minutes- Click 'Import', then 'Meeting Minutes' button to add minutes document from a past meeting into your agenda. Simply search for a meeting name, click to preview the minutes, or click on the meeting name to create an agenda line with chosen attached minutes.

Import from Word- Click 'Import', then 'from Word' when you have created a Word template for your agenda.

Revoke all Contributors' Access - this is a bulk revocation of any contributor access.  

Download - Click the ‘Download’ button to see a compiled board book which you can use to print or download.  You can chose to view the Agenda Only or the Full Board Book.

Published/Not Published - Once you are ready to publish the board book and make it available for board members to see, click the Publish/Not Published toggle button.