Creating an agenda

Agendas are very useful tools for structuring meetings. Using agendas, all meeting attendees can prepare for the meeting in advance, knowing what topics will be discussed, and agendas make it easier to stay on topic during the meeting.

While the organizer or co-organizer will often create at least a preliminary agenda when scheduling the meeting, this is not necessary. It is possible to schedule the meeting without an agenda and then add an agenda for the scheduled meeting later. If an agenda still has not been added by the time the meeting is started, the organizer or co-organizer starting the meeting is prompted to create one. However, it still is not necessary to do so.

You cannot create an agenda for a meeting that has already been initialized and started, but you can edit an existing agenda during the meeting. For more information, see "Editing an agenda during a meeting".

Adding an agenda makes the meeting much more useful in the MeetingBooster system because it means that there is much more information to search for and filter by. For instance, an organization might well have monthly meetings for all sales staff. Entering a detailed agenda for each monthly sales meeting makes it much easier to search for information pertaining to that particular meeting; searching for "Review of US Q3 sales figures", for example, gives much more precise results than searching for all meetings with the name "Monthly sales meeting" and having to spend a lot of time locating the right meeting in the search results.

Creating an agenda from scratch

Click the Agenda tab.

In the New Agenda dialog, select New and click OK.

Provide a title and start and end times for the first topic on the agenda, and specify one or more presenters if desired.

Topic start and end times are useful for structuring meetings, but they are not mandatory. If you do not provide start and end times, it has two consequences: Meetings cannot time out due to inactivity (as described in "Attending a meeting"), and it is not possible to measure meeting timeliness for a number of dashboard reports (for more information, see "Working with dashboards").

If the meeting is part of a meeting series, the agenda editor also includes a Topic Status column. For more information on using this feature with a meeting series, see "Using topic statuses".

(Optional) Select the check box in the Time Lock column to lock the start and end times for the topic.

If the topic is locked, its start and end times cannot be changed using the Time Distributor (see "Using the agenda Time Distributor").

Click New Topic to insert a new topic after the current topic, and edit it as described above.

Click New Sub-Topic to insert a new sub-topic after the current topic.

The sub-topic is indented from its parent topic. You can also change topics to sub-topics manually, and vice versa, by indenting and outdenting them; for more information, see "Structuring agenda topics".

If a topic is to be deleted, place the cursor in the topic title field, and click Delete Topic .

The Agenda Shown button is selected by default, meaning that the attendees can see the agenda. Click the button to make the agenda invisible to the attendees. This can be an advantage if the agenda contains sensitive material or is still in the early planning stages. Click the button again to make the agenda visible.

Attendees can still provide input for the agenda even though they cannot see it. For more information on inserting attendee input, see "Adding suggestions to an agenda".

You can also select which individual topics your attendees should be able to see in the agenda and meeting minutes, and even allow non-attendees to view agenda topics. For more information, see "Selecting topic viewing access".

Click New Agenda to delete the current agenda and create a new one for the current meeting.

Click Save and Close to save the meeting with the agenda, or click Cancel to abort.

For descriptions of more options in the agenda editor, see "Structuring agenda topics", "Adding descriptions to agenda topics", "Adding breaks to an agenda", "Adding attachments and hyperlinks to an agenda", "Adding suggestions to an agenda", "Adding rolling topics to an agenda", "Using topic statuses", "Using the agenda Time Distributor", "Saving an agenda as a template", "Managing agenda approval", "Selecting topic viewing access" and "Sending and printing an agenda".

You can use keyboard shortcuts to insert, indent and move agenda topics. For more information, see "Keyboard shortcuts".

Handling agenda time conflicts

If there are time conflicts in the agenda, a warning icon will be shown next to the affected topic(s). A meeting can be saved and run even though there are time conflicts in the agenda, but if you want to resolve them, you can do so by using the Time Distributor or by editing topic start and end times manually. For more information, see "Using the agenda Time Distributor".

If you do not resolve agenda time conflicts, MeetingBooster automatically attempts to do so when you save and close the meeting. This is done by changing topic start times but not topic durations; as a result, one or more topics may overlap, or extend beyond the scheduled meeting end time. Topics that have been time locked as described above, however, are not changed.

Undoing and redoing agenda changes

You can use the Undo and Redo buttons to undo or redo unsaved changes to the agenda.

If there are no changes to undo or redo, the buttons are gray. If there are one or more changes that can be undone or redone, the buttons are blue.

To undo the most recent change, click the Undo button.

To undo several changes at once, click the arrow next to the Undo button and select the changes you want to undo with the mouse.

You can redo one or more undone changes by using the Redo button, and the arrow next to it, as described above.

When you save your agenda, your changes up to this point can no longer be undone or redone.

Showing and hiding columns in the agenda editor

Click Columns to select which columns should be visible in the agenda editor.

The Topic Status column is only shown, and can only be hidden, if the meeting belongs to a meeting series. For more information, see "Working with meeting series".

Creating an agenda based on a template

Templates can be customized to fit the organization's needs and may contain predefined topics and/or durations.

Click the Agenda tab.

In the New Agenda dialog, select New from template and click Next.

In the left pane of the dialog, select the folder where the template is located:

Templates contains several standard templates for various business purposes.

My Templates contains templates that you have created yourself. For more information, see "Saving an agenda as a template".

My Meeting Series contains templates shared by all members of the meeting series you belong to. For more information, see "Working with meeting series".

Select the template you want to use in the right pane of the dialog.

Click OK.

Edit and save the agenda as described under "Creating an agenda from scratch" above.

Creating an agenda based on the agenda from a previous meeting

Click the Agenda tab.

In the New Agenda dialog, select New from existing meeting agenda and click Next.

Search for the meeting whose agenda you would like to re-use.

You can search for meetings using the search field.

You can view upcoming or past meetings.

Select the desired meeting, and click OK.

Edit and save the agenda as necessary as described under "Creating an agenda from scratch" above.