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Create A Meeting In Agenda Builder

Workflow to Create New Meeting


1. On the Home Page, Click on Create Meeting

On the Home Page, Click on Create Meeting

2. A. Add Meeting Name

B. Add Meeting Title

Step 2

3. Select Topic Numbering Scheme

Select Topic Numbering Scheme

4. A. Add Meeting Date

B. Add Meeting Start Time

C. Add Expected Meeting End Time

Step 4

You must enter an end time to save the meeting. An expected ending time is sufficient. You can only finalize the Minutes after the selected End Time.

5. A. Select the Group that will be in charge of editing the Agenda

B. If a previously created template is to be used, select one here.

Step 5

6. Add the meeting information to this field

If a template is being used, this field will be populated and may need editing.

Add the meeting information to this field

7. Add or edit Topic names.

Add or edit Topic names.

8. A. Select if the topic should be private

B. Select if the files being added should be private

Step 8

9. Add a description for the Topic

Add a description for the Topic

10. If adding Files, click the Upload button under that Topic

If adding Files, click the Upload button under that Topic

11. After selecting the file edit the name of the file and click Submit

After selecting the file edit the name of the file and click Submit

12. Click on Save Meeting

Click on Save Meeting

13. A. Click on View

B. Click on View Agenda

Step 13

14. Click on Edit Meeting

Before the meeting is finalized, it can be edited by anyone in the group. Once it is finalized, editing is disabled except for meeting Minutes.

Click on Edit Meeting

15. A. Select Meeting Finalized

B. Click on Save Meeting

Step 15

While the meeting is in progress Minutes can be added and edited.

16. Once the meeting ends and reaches the selected End Time, an Admin can set Minutes Finalized.

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