Building Agendas

Sections And Items

Agendas use a two-level structure. Sections are numbered (1, 2, 3) and items inside them are lettered (A, B, C).

1. Open the meeting and go to the Agenda tab.
2. Add a section and give it a title, for example "Call To Order" or "New Business".
3. Inside the section, choose Add Agenda Item.
4. Give the item a subject, choose its type, and fill in the description.

New items are always appended to the end of the section, so adding an item never disturbs the order of what is already there.

Item Types

Each item carries a type that tells the board what kind of business it is:

• Information — presented for awareness, no action expected.
• Discussion — the board talks it through, no formal action.
• Procedural — routine business such as approving the agenda.
• Action — the board is expected to act.
• Action - Vote — a formal vote is expected.
• Action - Consent — part of a consent agenda approved as a group.

Selecting Action - Vote or Action - Consent automatically turns on "Requires a vote" for that item. You can still toggle it manually if your practice differs.

Responsible Person

Each item can name who is bringing it forward. Use the picker to select from your directory or type a name manually.

• Choose from board members, staff, or anyone flagged as available for selection in the directory.
• Type a free-form name for guests and outside presenters.
• If your organization enables presenter titles, the person's title is appended automatically, for example "Ryan Brenneman, President".

The word "presenter" appears only in the item editor. Printed agendas and the public portal simply show the name.

Internal Notes And Attachments

Internal notes are visible to signed-in board members and staff only. They never appear on the public portal, in printed public agendas, or in downloads made by the public. Use them for background, talking points, or sensitive context.

Attachments can be added to any item. Files inherit the visibility of the meeting and item: anything not marked public is served only to authorized users through short-lived secure links, and every download is logged.

Reordering

Sections and items can be reordered from the agenda tab. Numbering and lettering renumber automatically, so you never have to renumber by hand.