Agendas are template meetings you can re-use. We provide some agendas to our user base as part of your subscription, these are called Global Agendas. You can also create your own agendas and share them with the people in your organisation. 


There are two ways you can create an agenda in Agendali:

  1. By saving a meeting as an agenda you can re-use later
  2. By creating a brand new agenda

Saving a meeting as an agenda

  1. Go to the meeting you want to make an agenda from

  2. In the right-hand menu, click the Turn this meeting into an agenda you can re-use button
  3. Give your agenda a name

  4. Save and you're done!



Creating a brand new agenda 

  1. In the menu ribbon click on Agendas
  2. Click +Create New on the right

  3. You must give your Agenda a Title as a minimum to be able to save it. The Save button is on the far right hand side
    You should also include an agenda purpose and outcome. If you don't have these for your agenda, you should be questioning whether you need an agenda or meeting at all.

    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 agenda, the Save button is still on the right, but some new icons have appeared too:

    Add topics & subtopics to your agenda

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

  6. 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


  7. 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
       

  8. 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

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

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

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

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

  13. 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

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

    Add notes and actions to a topic

  15. Agendas can't have decisions, which is why you won't be able to add any

  16. To add a note or action 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 or note. The add a note icon is on the very far right  

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

  19. To edit or delete a note or action, click on Edit or Delete under the action or note 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