Administrators, meeting Collaborators, and Group Owners have the ability to use the Agenda Builder whether the meeting is published or unpublished.  

The Agenda Builder makes creating meeting agendas a smoother, more collaborative process. 

Agenda Builder gives them the ability to:

  • Assign agenda items to members.

  • Add sub-items to the agenda.

  • Attach files from the Document Center or a computer.

  • Send the agenda out to meeting members.

Meeting members are then able to:

  • Take personal agenda notes.

  • Download agendas as PDFs.

Here is a video on how to create an agenda. 

To begin, open the meeting and select "Build Agenda" or "Edit Agenda."

You can choose to custom build the agenda, or use a previously saved template.

Over time, you can save customized Agenda Templates to choose from. See example below: 

The Agenda Builder will then populate with the items from the saved template.

Next, press "Use Template." Select an agenda item and update its details on the right side. 

To go back to the meeting, press "return to meeting."

To see the agenda, meeting members can "Open Agenda" in a separate tab or "Open as PDF."

To share the agenda:

        All users that have been invited to the meeting will be able to open or download the agenda from Boardable by opening the meeting. 

        To send the agenda in a message, you can select "Send message to meeting members" and check the box to include meeting details or attach the agenda as a PDF.