If you don't want to make a meeting from an Agenda, you can create a new, blank meeting.


Creating your meeting

  1. In the menu ribbon, click Meetings
      

  2. Click + New Meeting
     

  3. This will take you to a new page. You must give your meeting a Title, Start and End date to be able to save it. The Save button is on the far right hand side
    You should also include a meeting level purpose and outcome. If you don't have these for your meeting, you should be questioning whether you need a meeting at all.


    If you want the meeting timer to run if you use Agendali to run your meeting, then you must have a meeting host.

    If you're not sure what any of the fields are for or how to use them, click/hover over the blue question mark – this will give you some help

     

  4. You'll notice, now you've saved your meeting, the Save button is still on the right, but some new icons have appeared too: 

  5. You can edit any of your meeting details at any time, like adding or removing participants, changing the time, title, host etc. Make the changes you want and then click the save button on the right

    Add topics & subtopics to your meeting

  6. To add topics, scroll down the page and click +Add Topic
      

  7. Give your topic a title and a duration (and a presenter, if you wish) and then click Save, just under the duration field. You do not need to click the save button on the right after adding, editing or changing Topics

     You can add as many topics as you wish, there isn't a limit


  8. To add a purpose, outcome and description to your topic - or, to edit the duration, title or presenter - click the edit icon to the right of the topic name you wish to change
       

  9. This will open a pop-up, where you can add, edit or remove details of the topic. Make your changes and click Update. Click on your topic name to expand and collapse the topic panel

  10. To delete a topic, click the delete icon to the right of the topic name

  11. To add subtopics, first expand the topic you wish to add subtopics too. Then click + Add subtopic at the bottom of the topic panel

  12. Give your subtopic a title and click the tick icon


  13. To add a description to your subtopic, click Edit under the subtopic name

  14. In the pop-up, add your description and click Save. If you need to edit your subtopic description or title later, you follow the same steps again
     

  15. To delete a subtopic, click Delete under the subtopic name and description

    Add notes, actions and decisions to a topic

  16. To add a note, action or decision to a topic first expand the topic by clicking on the topic name. You know when a topic is expanded or not, because it will show/hide the topic details, such as purpose, outcome and description
     

  17. Click the + plus icon on the right of what you want to add i.e. action, decision or note. The add a note icon is on the very far right  

    You should only be adding decisions after a meeting has been held, but actions and notes can be added beforehand if needed
     

  18. A popup will appear, add your content and click save

  19. To edit or delete a note, action or decision, click on Edit or Delete under the action, note or decision you wish to change

    Rearrange topics

  20. You can only rearrange topics – you can't rearrange subtopics under a topic, or move subtopics between different topics

  21. To rearrange your topics, click on the all scroll icon to the right of your topic name, and then click and drag