What is an agenda item and how to create them?

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

1. After creating the meeting, type the item title in the field "Type agenda item and press enter..."
2. 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

1. Hover over an agenda item
2. Click on the + symbol appearing on the right side of the agenda item
3. Type the sub-item title
4. Press Enter or Tab to add it

Create a sub-sub-item

1. Hover over the sub-item where you want to add a sub-sub-item

2. Click on the + symbol on the right side of the sub-item

3. Type the sub-sub-item title

4. Press Enter or Tab to confirm

Reorder items, sub-items, and sub-sub-items
You can change the order or level of any agenda item in two ways:

• Drag and drop: Hover over the item and drag it to the desired position.

  • Move it up or down to change the order

  • Drag it to the right to indent (make it a sub-item) or to the left to move it back one level.

• Change the position number: click on the item’s number, type the new position (e.g., 2.3 or 1.2.1), and press Enter. The numbering updates automatically.

Edit an item

1. Click on the item to expand it and see all its details.
2. 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.

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: