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
    upload_an_agenda_or_agenda_packet_agendas.jpg
  2. Select Create Agenda
    create_and_link_an_agenda_create_agenda.jpg
  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
      create_and_link_an_agenda_link_this_agenda.jpg
      • Select an existing event: Choose an event
      • Create a new one-time event: Input Event Name, Date, Category, and Time
  4. Select Save
    create_and_link_an_agenda_save.jpg
    • Note: Click Save & Add New to save this agenda and automatically start work on another new agenda.
      create_and_link_an_agenda_save_and_add_new.jpg
  5. In Agenda Details page, the Event information will auto-populate
    create_and_link_an_agenda_event_information.jpg
    • Note: You can view or change the event information
      create_and_link_an_agenda_view-select.jpg
      • View: Will take a user to the linked event’s page in the Events portal
      • Select: Will create a dialog box to allow the user to choose a new Event to link the Agenda to



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