At first, make sure to expand each item with the arrow to the left of the item number, in order to edit it.
The agenda, and later the minutes, consists of items that have the following characteristics:
- Number of the item: The first item of your first meeting has the number 1. In Settings > Advanced settings you can specify that the numbers should follow each other from minutes to minutes and in that case the first item has the number that follows the last item in the previous minutes in the future.
- Title: Here you write the item's title. If you want to keep it simple, you don't need to fill in anything more than the title.
- The icon next to the arrow: If you want to change the order of the items in the agenda, click on the icon with six dots and drag the item up or down to any order.
- Remove button: Click the red button with a cross on it to remove the item from the agenda.
- Assign rapporteur: Here you can indicate whether there is someone who is a presenter or item manager.
- Time estimate: Here you enter an estimate of how long you will spend on this point. Times are added up at the end of the agenda.
- Set formality item: Specify whether the item should be a decision item, discussion item, information item, formality item or decision follow-up. If decision follow-up is specified, a summarized version of your active decisions is automatically included in the edit mode (not in the view mode).
- Item description: In this field you describe what you will discuss on this item during the meeting. On Settings > Advanced settings there is a choice called “Include bullet description in meeting minutes”, if this is activated, the bullet description can also be edited on the minutes and the text is included in the finished minutes (otherwise none of these will happen).
- Minutes notes: In the minutes notes box, you can write a draft of the completed minutes notes. This text is not visible in the agenda when viewed by others. A good tip is to write minutes notes for all formality items here in advance. If you save the agenda as a template, the prepared minutes notes are also saved.
- Attachments: If you wish, you can attach documents as a basis for the item, for example a contract proposal to be discussed. You can click or drag and drop files into that box.
- Add suggestions for decisions and to-do tasks: Here you can enter suggestions for decisions and to-do tasks in advance and set whether these suggestions should appear in the agenda or not.