Adding agenda items

Build your agenda by adding individual items, such as topics, subtopics, breaks, and headings. Any topics and subtopics that you add in the Agenda builder screen will automatically display as tabs and subtabs in the Build book screen. Tags are used to categorize items in the same way as Calendar event tags, and they are useful for reporting or searching agenda items.

Add a topic

1. On the Build agenda tab of a book, select Add item > Topic on the page-level menu.

   Alternatively, select More options > Add topic above or Add topic below on the topic-level menu.

2. Select the new topic to expand it and enter the details. A title is required as a minimum before you can save the topic.

3. Use the Tags field to add keywords for categorization purposes.

4. If you want an agenda-only topic that doesn't appear in the book, turn off the Display in book toggle switch.

5. Select Save when the details are complete.

6. You can also select Save all on the page-level menu to bulk save any other changes to your agenda.

Add a subtopic

You can only have a maximum of three levels of subtopics within a topic. However, there's no limit to the number of subtopics at the same level.

1. To add a subtopic to a topic, select More options > Add subtopic on the Build agenda tab of a book.

2. Enter the details for the subtopic. A title is required as a minimum before you can save the subtopic.

3. Use the Tags field to add keywords for categorization purposes.

4. If you want an agenda-only subtopic that doesn't appear in the book, turn off the Display in book toggle switch.

5. Select Save when the details are complete.

Add a break

Breaks are elements that can track meeting events such as meal breaks.

1. On the Build agenda tab of a book, select Add item > Break on the page-level menu.

   Alternatively, select More options > Break on the topic-level menu.

2. Select the new break to expand it and enter the details. A title is required as a minimum before you can save the break.

3. Use the Tags field to add keywords for categorization purposes.

4. If you want the break to appear in the book, turn on the Display in book toggle switch.

5. Select Save when the details are complete.

Add a heading

Headings are used as dividers between agenda items.

1. On the Build agenda tab of a book, select Add item > Heading on the page-level menu.

   Alternatively, select More options > Add heading above on the topic-level menu.

2. Enter the details for the heading. A title is required as a minimum before you can save the heading.

3. Use the Tags field to add keywords for categorization purposes.

4. Select Save when the details are complete.