Create and manage agenda items

You can create and submit new agenda items to be included in a meeting agenda. Each agenda item must be approved by the approval group before it’s added to the meeting agenda. The approval group consists of other admins, staff, or members assigned to reject or approve agenda items once they’re submitted. For more information, see Create and manage approval groups.

Use the Agenda items page to manage, approve and reject agenda items submitted by other members and staff. This section describes the Agenda items page and explains how to create, manage, approve, and reject agenda items.

Select Agenda items on the Navigation Bar of your home page. The Agenda items page displays.
An indicator displays if an agenda item is pending your approval. The indicator also shows the number of pending items.
Select an agenda item to see more details.
The approval group is displayed on each agenda item’s row. Use the approval group to identify who will review the agenda item.
Select a tab on top of the page to view agenda items that are in draft, submitted, pending, rejected, or added status. When there are no agenda items to review, an empty state message displays.

Manage agenda items

After submitting an agenda item, you can manage its progress from submitted to approved. Once the item is reviewed by members of the approval group, you can view whether it’s been approved or rejected, including comments from the approval group. You can also edit your agenda items during the review process. This section describes how to view actions and comments from the approval group. It also includes instructions for changing the meeting, canceling the approval, duplicating the agenda item, deleting it, and resubmitting it.

Approve agenda item

When you approve an agenda item, you are approving it for inclusion in the meeting agenda. Some agenda items include attachments to which you can add annotations and feedback to share with the submitter. This section describes how to approve an agenda item.

To view a list of agenda items pending your review, select the Pending tab.
Select the relevant agenda item.
The Approve agenda item page opens. If the agenda item includes an attachment, you can view it at the bottom of the page.
To expand the view, select Full screen.
You can share feedback with the item submitter using the annotation toolbar. Select a tool to add an annotation, including freehand markup, highlighter, or comments. Your annotations are saved automatically.
To remove an annotation, select it, and then select the delete icon on the inline menu.

Note

Members of the approval group, the submitter, and admins can view, add, and remove annotations while the agenda item is being reviewed. The annotations are not visible on the meeting agenda.
To approve the agenda item, select Approve.
The Approve dialog appears. You have the option to add a comment, and then select Approve Item.
The item is moved to the Added tab.

Reject agenda item

You can remove an agenda item from the meeting agenda by rejecting it. Some agenda items include attachments to which you can add annotations and feedback to share with the submitter. This section describes how to reject an agenda item.

To view a list of agenda items pending your review, select the Pending tab.
Next, select the relevant agenda item.
The Approve agenda item page opens. If the agenda item includes an attachment, you can view it at the bottom of the page.
To expand the view, select Full screen.
You can share feedback with the item submitter using the annotation toolbar. Select a tool to add an annotation, including freehand markup, highlighter, or comments. Your annotations are saved automatically.
To remove an annotation, select it, and then select the delete icon on the inline menu.

Note

Members of the approval group, the submitter, and admins can view, add, and remove annotations while the agenda item is being reviewed. The annotations are not visible on the meeting agenda.
To reject the agenda item, select Reject.
The Reject dialog appears. Add a comment, and then select Reject Item.
The item is moved to the Rejected tab.

Link a goal

You can add goals by clicking the Goal icon anywhere you can add an attachment, including headings, briefing notes, agenda items that are submitted for approval, recommendations, and minutes.

To link a goal:

Highlight the text.
Select the Goal icon .
The Link goal to agenda item pop up window opens. Select Published to make the goal public. Select Internal to make the goal available to internal members only.
Select Link to agenda item.