Creating Agenda Items

To organize the meeting, you can define the list of agenda items to be discussed within the meeting. Agendas allow attendees to know what to expect, and to come prepared.

Required access roles: You must own the meeting to create agenda items.

Before you begin: View the list of agenda items for the required meeting. See Agenda Items Page.
  1. From the page Actions menu or toolbar, click Create New Agenda Item .
  2. Enter these details:

    Field Name Description
    Topic Enter a name for the agenda item.
    Topic Items Click to select an item that the topic deals with, such as an Issue or ECO (can be a different item than the meeting's context item). If you do not select an item; the meeting's context item is assumed for the agenda item. See Predefined Queries.
    Responsible Person Click to select the person responsible for this topic. The person must be defined as an Attendee for the meeting (see Attendees Page for a Meeting).
    Duration in Minutes Enter the length of time to discuss this topic.
    Sequence Number The system automatically enters the next available sequence number; you can edit the sequence on the Agenda Items page.

  3. Click Done.