Building the agenda structure with Forward Planner

This article explains how to begin building and organizing your agenda via Agenda Builder in the Forward Planner. Organized agendas help ensure that the right person presents the right topic at the right time. To learn more about managing agendas, go to Managing agendas using Forward Planner .

1. Select Agendas from the navigation menu.

   You are taken to the Agendas page.

2. To create a new agenda, select Create agenda, available on the top-right of the screen or inside a time block on the calendar.

3. To edit an existing agenda, select the agenda title.

   You are taken to the Agenda editor.

4. You can also select the More options icon on the right side of an agenda, and then select Edit agenda from the dropdown menu to edit an agenda.

   You are taken to the Agenda editor.

5. To add the first item to the agenda, select Add item.

   1. To add a new talking point or presentation to the agenda, select Add topic

   2. To add a new section to the agenda, select Add heading

   3. To add a break in the agenda or a placeholder, select Add break

6. The item appears in the agenda. Repeat step 5 to continue building the agenda.

   The next steps in this section explain additional functions for organizing your agenda.

   1. To view additional options for adding items, select the More options icon on any item.

   2. To add a new topic directly above the current one, select Add topic above.

   3. To add a new topic directly below the current one, select Add topic below.

   4. To add a sub-topic within the current topic, select Add subtopic.

   5. To add a break directly above the current topic, select Add break above.

   6. To add a break directly below the current one, select Add break below.

   7. To add a new heading, select Add heading above.

7. To view all tabs and sub-tabs, as well as the information they contain, select Expand.