Creating an Agenda Item
How to add an agenda item?
An agenda item can be added either when creating a meeting or to an existing meeting. To add an agenda item, open the desired meeting and navigate to the Agenda tab. Click the Add button.
If the meeting is part of a recurring series, you will be prompted to choose whether to create the agenda item for the current meeting only or for all meetings in the series.
How to fill out an agenda item
In the agenda creation form:
Set the priority (default is "Minor").
Optionally change the status (default is "Open").
If the status is changed to "Completed", the meeting status will also update, and a closure date indicator will appear.
By default, you are set as both the author and assignee. To assign another participant, click on the current assignee’s name and select the appropriate person from the list. You may also set a due date if needed.
Information about when the agenda item was created or last edited can be viewed by clicking on the timestamp next to the author's name.
Fill in the Question field — this is the main field where the topic, task, or reminder is described.
The Solution field will be available to the assignee to record the discussion outcome.