How to Use Topics and Topic Books

Learn how to organize and track recurring subjects across multiple meetings using topics.

What are topics?

Topics are labels or categories that you can assign to items. They help you track how certain subjects are discussed across meetings over time — giving you a historical view of any recurring theme.

Creating a topic

1. Go to Topics in the navigation menu (admin portal).
2. Click New Topic.
3. Enter the topic name and any additional details.

Adding topics to agenda items

When creating or editing an agenda item, you can associate it with one or more topics. This links the agenda item to that topic for tracking purposes.

Adding topics to meetings

You can also associate topics with meetings. Look for the Topics option when editing meeting details or managing agenda items.

Creating topic books

1. Click the Topic Books tab.
2. Click New Topic Book.
3. Give the Topic Book a title.
4. Select one or more topics to include in the book.
5. Configure to include items that include any or all the selected topics.
6. Optionally add a description.
7. Click Save.