Meeting Actions


 

Navigate Through an Agenda

Overview 

This article will show you what you can navigate through in an Agenda.

Instructions

  1. Select an agenda to view full details
    navigate_through_an_agenda_select_agenda.jpg
  2. Scroll through meeting sections and items
    navigate_through_an_agenda_scroll_through.jpg
  3. Click on an item to view item details
    navigate_through_an_agenda_view_item_details.jpg
  4. Navigate through fields
    navigate_through_an_agenda_navigate_through_fields.jpg
    • Attachments: Displays any available attachments
    • Notes (Private): Input private notes; notes auto-save; to view notes easily see our article View Agenda Notes.
    • Speakers: Displays speakers for the item
    • Select the star in the corner to highlight an item or section
  5. Select Agenda Details to return to the full agenda
    navigate_through_an_agenda_agenda_details.jpg
  6. Select the ... icon
    navigate_through_an_agenda_....jpg
  7. View item options
    navigate_through_an_agenda_view_item_options.jpg
    • Note: All options take you to the previously described item details page.
  8. Select Agenda or Packet to view the Agenda or Packet in PDF form
    navigate_through_an_agenda_agenda-agenda_packet.jpg
  9. Annotate the agenda or click on X to return to the editable Agenda
    navigate_through_an_agenda_annotate-X.jpg



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