Add an Agenda item
The Agenda tab builds your agenda and provides features for requesting and managing documents:
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New agenda item: Request documents and reports from contributors. You can also add agenda items that don't require documents.
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The more options icon
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Save as template: Save this specific meeting as a template. This is useful if you want a template that uses the same standard agenda outline.
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Send email: Send an email from your normal email program. The people responsible for delivering requested documents are automatically included as recipients of the email.
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Go to the Agenda tab and select New agenda item.
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Provide a name for the item.
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Select Add item.
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On the Agenda tab, find the new item and select the desired option:
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To declare the agenda item ready for the boardbook without requesting documents, select Finalize.
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To request documents or reports for the agenda item, select Add delivery.
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