In this article, you will learn:
- What is an agenda item
- How to create and edit an item or sub-item
- The different types of agenda items
- How agenda permissions work
What is an Agenda item?
Agenda items are the core elements of a meeting agenda. They are numbered and each item is linked to a specific time and duration. There are five types of items, described below.
How to create and edit agenda items or sub-items?
Create an item
- After creating the meeting, type the item title in the field "Type agenda item and press enter..."
- Press Enter or Tab to add it. The item will be numbered automatically.
Tip: Try phrasing your agenda item as a question to increase engagement and clarity. For example: instead of "Budget Issue" try "How can we reduce expenses by $100,000 by year-end?"
Create a sub-item
- Hover over an agenda item
- Type the sub-item title
- Change the number of your sub-item (or manually drag and slide it to the right)
- Press Enter or Tab to add it
Edit an item
- Click on the item to expand it and see all its details.
- Always click “Save” after making changes.
There you can:
- Change the title
- Add remarks or proposals
- Set the item type
- Assign a presenter
- Adjust the duration or remove it
- Add or request documents
- Manage permissions (exclude specific users if needed)
Tip: Bulk actions: select multiple items using the checkboxes on the left to change their type or duration, or to delete them in one go.
Information
To make your changes visible to meeting participants, click Publish.
If you’re not ready to share changes with everyone, use selective publishing.
Delete an item
Hover over the item and click on the bin icon.
The different types of agenda items
Here are the five available types:
| Type | Use it when... |
|---|---|
| Information | You want to share a topic or update |
| Approval | You need a decision or vote (voting can be enabled) |
| Discussion | You want to open a discussion or raise an issue |
| Workshop | You plan to complete an activity or task during the meeting |
| Organisational | You need to share logistical or timing info (e.g. breaks) |
How agenda permissions works?
Agenda permissions allow you to exclude specific users from seeing certain agenda items. This is useful when a topic is confidential or only relevant to a subset of participants.
To manage agenda permissions:
- Click on the agenda item to expand it
- Click on "Manage Access"
- Unselect the users you want to exclude from this item
- Save your changes
If you want to know more about access management, check this article: Access Management: who can see what?