Agenda Creation

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Adding Agenda Items and Attachments

Option 1: Add attachments as you add agenda items.

Adding Agenda Items.webm

  1. Select meeting

  2. Click "Edit Agenda"

  3. Click on "+Create Meeting Agenda Item"

  4. Add "Subject" (this will be the title on your final agenda)

  5. Add "Presenter" (optional)

  6. Add "Description" (optional)

  7. Add "Recommended Motion(s)" (optional, but recommended if you will be using the voting through Boardbook Premier. This will make your minutes easier.)

  8. Add "Attachments"

    1. Either Drag & Drop your attachment or Click to Open the File Browser

    2. Once your attachment has been added:

      1. Check file permissions

      2. Change filename (optional)

  9. Go Back to the top of the page, second column:

    1. This Agenda Item's Positioning Information

      1. Parent Agenda Item = This will determine if this is a main agenda item or the sub item of another agenda item

      2. Before Agenda Item = This will determine the position of this item within the already existing items (below this a list of your current agenda items)

  10. Select either:

    1. Save and Add Another = Save this item and start with the next item you need to add.

    2. Save and Return to Agenda = You are done adding agenda items and are ready to work on the whole agenda

Option 2: Adding multiple attachments to already existing agenda items.

Adding Attachements.webm

  1. Select meeting

  2. Click "Edit Agenda"

  3. Click on "Attach Document(s)"

  4. Choose your agenda item from the drop down list

  5. Either Drag & Drop your attachment or Click to Open the File Browser

  6. Once your attachment has been added:

    1. Check file permissions

    2. Change filename (optional)

  7. Choose your next agenda item from the drop down list

  8. Repeat #5 & #6 until you have added all your attachments

Adding Extra Items

Extra Items.webm

  1. Select meeting

  2. Click "Extras"

  3. Either Drag & Drop your attachment or Click to Open the File Browser

  4. Once your attachment has been added:

    1. Check file permissions

    2. Change filename (optional)

    3. Add file description (optional)

  5. Click "Save Resources"

  6. Repeat until you have added all your extra items

Editing Agenda Items

Save for Later

This would be used prior to the meeting when setting up your agenda.

  • This option will remove selected item(s) from the current agenda, but they will be available to use in another agenda.

  • These item(s) will appear under "Saved"

Table

This would be used once a meeting is in progress and the Board/Superintendent decides that item(s) will not be addressed during this meeting due to a specific reason.

  • This option will keep a copy of the selected item(s) with the current agenda, and they will be available to use in another agenda.

  • These item(s) will appear under "Tabled"

Deactivate

This would be used is in place of delete, if there is a possibility that this item could be added back into the current agenda.

  • These item(s) are only visible to the Agenda Manager.

  • These item(s) are only available in the current agenda. They will NOT be available in a future agenda. Inactive items can't move across agendas.

  • These item(s) will appear under "Inactive"

Delete

This is used to permanently remove agenda item(s).