Unless you are an admin, you can only edit or remove agendas that you created. Admins can see everything within their organisation, so they can edit or remove other people's agendas.


Edit an agenda


To edit an existing agenda:


  1. Click on Agendas in the menu ribbon

  2. Find your Agenda in the list. Look out for the person icon next to the agenda's title, as this will show which agendas were made by you

  3. Click on the agenda name, this will open a pop-up preview of the agenda. Scroll down the pop-up and click Edit

  4. You can now change your agenda. If you change any of the key agenda information, you will need to make sure to press Save when you have finished editing. Key agenda information are the fields at the top of the page, so:
    1. Title
    2. Meeting level purpose
    3. Meeting level outcome
    4. Meeting level description
    5. Host
    6. Location
    7. Whether or not meeting scoring is enabled
    8. Additional details & requirements

Topics and sub-topics will automatically save when you add/remove them.


To edit topics and their description, outcome, purpose, duration or presenter, click on the edit icon (it looks like a little pen). Click on the delete icon (it looks like a rubbish bin) to remove a topic. To rearrange topics, click and drag on the all scroll icon (it looks like four arrows pointing north, south, east and west).


To edit sub-topics (such as the sub-topic title or description), notes, actions or decisions click on Edit underneath the sub-topic name, note, action or decision. To delete, click on Delete underneath the sub-topic, action, note or description.


You cannot rearrange sub-topics once they have been added.



Removing an agenda


If you want to delete an agenda:


  1. Click on Agendas in the menu ribbon

  2. Find your Agenda in the list. Look out for the person icon next to the agenda's title, as this will show which agendas were made by you

  3. Click on the agenda name, this will open a pop-up preview of the agenda. Scroll down the pop-up and click Edit

  4. Click the Delete button in the right hand side menu (it is near the Save button, it looks like a rubbish bin).  A pop-up will appear to confirm deletion, as deletions cannot be undone. Click Delete

  5. Your agenda is removed