Meeting agenda items are a key tool for properly structuring and running your meetings. They can be created either automatically (by copying them from a meeting series to its instance) or manually.
Before the agenda items themselves, you can add a general meeting description or introduction in the header, and a conclusion in the footer. To save space, you can enable a compact view mode that reduces the text to basic information only. You can also select agenda items in bulk, move them to another meeting, or delete them.
Creating a New Meeting Agenda Item
You create a new item by clicking the "Add Meeting Agenda Item" button, which brings up a dialog box. We distinguish between two types of meeting agenda items:
- Simple
- Meeting Agenda Item Name
- Meeting Agenda Item Description – Describes what will be discussed during the meeting.
- Duration – The estimated time for the agenda item, which is included in the total meeting duration in the header.
- Owner – The participant who created the item.
- Presenters – The participants whom the agenda item concerns and who should prepare for it. They will be notified automatically.
- Attachments – The option to add any attachment you need for the agenda item.
- A simple meeting agenda item can also be created by dragging a note from the right panel.
- Linked to a Task
- This type connects the agenda item to a specific task. In the task's detail view, a link to the meeting will be created in the "Calendar" tab.
- The rest of the settings are identical to the simple agenda item.
- An item linked to a task can also be created by dragging a task from the right panel.
Editing a Meeting Agenda Item
To edit an existing meeting agenda item, simply click on it. A dialog box will appear, similar to the creation window, but with the following additions:
- Navigating between agenda items – In the dialog header, you can use the arrows to browse between the individual items.
- Additional options – In the footer of the window, you will find options to Move the item to another meeting or Delete it.
- Notes – If the meeting is in an "In Progress" state, a "Notes" field will appear in the window where you can record agreements and conclusions reached during the meeting.
