Add an agenda to a Meeting Book
You can add an agenda to your meeting materials, after you add and organize the main categories and subcategories in the Meeting Book. This topic describes how to create an agenda in BoardEffect.
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Navigate to a workroom Library to view a list of Meeting Books.
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To edit a Meeting Book, first select the arrow on the top right of the card, and then select "Edit".
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To create a meeting agenda, select the checkbox next to Generate Agenda, and then select "Save and Continue".
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Select Expand on the far right to expand the Generate Agenda section. When expanded, you can update the agenda.
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To collapse the Generate Agenda section, select Collapse.
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Use the Label field to enter a new title for the Generate Agenda section.
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To hide file names on the agenda, so you only see the titles of the main categories and subcategories, select the checkbox next to Hide file titles on generated agenda page.
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To change the alignment of page numbers on the agenda, select the radio button next to either Page number next to filename or Page number in in rightmost column.
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To display the time next to each agenda item, select the checkbox next to Show Time.
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To add action items to the agenda, select the checkbox next to Show Action.
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To view the name of the person presenting each agenda item, select the checkbox next to Show Presenter.
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To add a logo, select the checkbox next to Add Logo to Agenda. Your organization's default logo will appear centered on the title page.
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To save your changes, select Save and Continue.
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To view a PDF version of the agenda, select Preview.
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When the Meeting Book is complete, and you're ready to finalize it and the agenda, select Build Book
on the top right of the page.
