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In this lesson, you will learn to create an agenda for a meeting.
Before You Begin
This lesson begins assuming a meeting has already been created, if not, take a look at Creating a Meeting from the Dashboard.
Where to Start
- Select Meetings in the left sidebar.
- Open the My Meetings tab.
- Select a Meeting to add an Agenda to.
- Select Add Topic to add individual agenda items.
- Enter the Agenda Item's Topic Description (A maximum of 500 characters that can be used per topic.
- Select Add to add the agenda item to the meeting space.
- Select the 3 dot menu at the top right of the Agenda & Summary Page.
- Select Edit.
- Navigate to the second Configure Meeting page and toggle on the Use SmartFORM Agenda slider.
- Use the dropdown menu to select a smartFORM Template.
- Select Save & Continue.
This can be a helpful feature to use when the agenda from one meeting to the next stays consistent.
If a standard agenda is being used for each meeting date, a form can be created and attached to the meeting. When this is done, the added form template becomes the meeting agenda. Agenda items can always be added outside of the assigned smartFORM agenda. The primary agenda can be changed at any time.
If a form is attached to a meeting, and then the template is updated (within smartFORMS), the existing form attached to the meeting does not reflect the form changes. The form needs to be removed from the meeting date(s) and re-attached to reflect the updated template.
Navigate to the third Configure Meeting page and double-select the area under Form Template to select a smartFORM template from the dropdown.- Select Save & Close to apply.
This can be a helpful feature to use when the agenda from one meeting to the next changes.
If a standard agenda is being used for each meeting date, forms can be created and attached to each meeting date. When this is done, the added form template becomes the meeting agenda. Agenda items can always be added outside of the assigned smartFORM agenda. The primary agenda can be changed at any time.
If a form is attached to a meeting, and then the template is updated (within smartFORMS), the existing form attached to the meeting does not reflect the form changes. The form needs to be removed from the meeting date(s) and re-attached to reflect the updated template.
Next Steps
Now that you've learned how to Create an Agenda, take a look at Learning Basic Navigation of eduCLIMBER