Organize the agenda

You can organize the agenda by adding, copying, removing, and reordering the items and sections.

Add heading section

To add a new section, such as a heading, at the top of the agenda:

1. Select +Section to insert a new section, including a description.

2. To turn section into a Member-Only Section, select Set section as members only on the options menu.

3. To turn section into a Consent Section, select Transform to section (consent) on the options menu.

4. To turn section into Public Comment Section, select Turn section into public comment on the options menu.

   Note

   For the immediate future, both the old and new Agenda Builder layouts remain available. To access the old Agenda Builder, set the New Agenda toggle to Off in the top right of the Agenda Builder page. On the old Agenda Builder, the +Section button is located at the bottom of the page. To move a new section to its place on the Agenda, you need to select Move up until the new section is listed in the correct order on the Agenda.

Add agenda item or middle section

To add a new agenda item, middle section, subheading or recommended action to the agenda:

1. Click in the section where you wish to add the agenda item. For example, click in Call to Order. The +Item button displays.

2. Select +Item, and then select Add agenda item to add a new agenda item, including a description.

3. To add a new middle section, select Add section.

4. To add a subheading to a section, select Add subheading.

5. To add a recommended action to an agenda item, select Add recommended action.

   Note

   For the immediate future, both the old and new Agenda Builder layouts remain available. To access the old Agenda Builder, set the New Agenda toggle to Off in the top right of the Agenda Builder page. On the old Agenda Builder, the +Item button is visible under each agenda section or agenda item.

Duplicate agenda item or section

You can duplicate existing agenda items.

1. To duplicate an agenda item or section, select options against the relevant agenda item or section.

2. Select Duplicate.

Delete agenda item or section

When you delete an agenda item, it is permanently removed from the agenda.

1. To remove an item or section, select optionsagainst the relevant agenda item or section.

2. Select Delete.

Reorder agenda item or section

You can reorder agenda items, recommended actions and sections by moving the content up or down or by using the drag-and-drop feature.

1. Select options against the relevant agenda item or section.

2. To move the item or section to a location further up in the agenda, select Move up.

3. Alternatively, to move the item or section later in the agenda, select Move down.

4. You can also move items up or down by using the drag-and-drop feature. Move to the far left of the agenda item until the hand icon displays, and then select and hold an agenda item, then move it above or below the other parts of the agenda.

   Note

   The drag-and-drop feature is only available on non-touch devices.

   Note

   On the old Agenda Builder, you can simply select and hold the agenda item that you wish to move up or down the agenda parts. To access the old Agenda Builder, set the New Agenda toggle to Off in the top right of the Agenda Builder page.

Attach file

You can attach a file to an agenda item.

1. Select an agenda item, and then select the attachment icon on the inline toolbar.

2. To upload a file, first choose Select File, then select a file to upload.

3. Select the check mark to attach the file in the agenda.

4. A link to the attachment is available in the agenda item text field. You can also view the attachment in the outline preview panel on the left of the agenda page.

   Note

   You can attach the following types of documents and images: .pdf, .docx, .ppt, .jpg, .jpeg, .png, .tif, and .tiff.

5. To edit an attachment, select the link in the agenda item and then select the pencil icon in the menu that appears.

Make attachment private

You can set an attachment to be private and available for members only. Member-only attachments have a lock icon next to their name. When you publish the agenda, the public cannot see member-only attachments, and they cannot search for or access the attachments on the Public site.

1. To make an attachment private, select the toggle next to Member Only. The toggle turns green.

2. Select the check mark to save the setting.

Insert link

You can insert a link directly within an agenda item.

1. Select an agenda item, then either enter text you want to convert to a link or select existing text.

2. On the inline toolbar, select the link icon .

3. Type or paste the web address or URL in the dialog, then select the check mark.

4. To edit a link, first select the link in the agenda item, then select the pencil icon in the menu that appears.

Add a table

You can add a table in an agenda item description or a meeting header.

1. Select the Add description field below an agenda item to open the inline toolbar.

2. On the inline toolbar, select the table icon .

3. Specify the number of rows and columns by moving your cursor across the grid.

   After you add a table, use the inline toolbar to format the table.

4. Select column or row table to delete or select columns or rows.

5. Select cells to split or merge cells.

6. Select table properties to change the alignment of the table to left, center, or right.

7. Select cell properties to change the alignment of the cell text to left, center, or right or to add a border around the cells.