Agendas


 

Create and Link an Agenda

Overview

This article will show you how to create an Agenda and how to associate that agenda with an event.

Instructions

  1. Navigate to Agendas
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  2. Select Create Agenda
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  3. Fill in fields
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    • Agenda Name: Enter an easily searchable name
    • Agenda Type: Select agenda type
    • Cutoff Date: Last day a user can add items to the agenda
    • Cutoff Time: Specific timestamp to end additions to the agenda
    • Link this agenda to an existing or new event: Select to associate an event
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      • Select an existing event: Choose an event
      • Create a new one-time event: Input Event Name, Date, Category, and Time
  4. Select Save
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    • Note: Click Save & Add New to save this agenda and automatically start work on another new agenda.
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  5. In Agenda Details page, the Event information will auto-populate
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    • Note: You can view or change the event information
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      • View: will take a user to the linked event’s page in the Events portal.
      • Select: will pop up a dialog box to allow the user to choose a new Event to link the Agenda to.



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