A meeting agenda is a structured outline of topics, objectives, and discussion points to be addressed during a meeting. Agendas are typically prepared by the meeting organiser and shared with attendees in advance to promote preparation and engagement.
Create an agenda
From Meeting Manager page, select a meeting to go to the meeting details page.
Select Agenda tab > Add Agenda
In the agenda builder, select and drag the meeting elements from the left panel into the middle to start building. Some of the key meeting elements are:
- Agenda item: represent the main topic or point of discussion
- Attendance: record the attendance of invitees
- Action items: this allows you to add any to-do tasks that arise during the meeting while noting the minutes. We recommend adding Action items under each Agenda item to have it easier to add tasks while taking minutes.
- Meeting poll: include this if you plan to conduct a motion or vote under a specific agenda item
All meeting elements (excepted for Agenda Item) must be linked to an agenda item. In order to do this, from the center section:
- select an element that you need to link to an agenda
- In the Element Settings panel on the right, find navigate to Link to Agenda
- select the agenda item that you want to link the element to, from the dropdown menu
To review the layout and structure of your agenda, click Preview Agenda
Once you're ready, click Publish Agenda to save it
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