Add an Agenda Item

To add an Agenda, select the meeting from the Meeting View.

To add a new agenda item, click on the + icon. This will create a new agenda point below where you can type in the information. Each agenda item has a character limit of 250 characters. Hit the enter key to save.

Edit & Delete Agenda Items

To edit your agenda items, simply click the text and hit enter when complete. To re-arrange the order of your agenda points or hover your mouse on the two vertical lines on the left of the agenda point to drag and drop to its new location.

To delete an agenda item, hover your mouse over the agenda item and a trash can will appear on the right side. Click the trash can and follow the prompts to delete.

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Add & Assign Action Points

Add Private Notes to your Meeting

Any changes your client makes will be visible in live time with the PlayBooks App.

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