Review and approve submitted agenda items
After you create a new meeting, staff and members can submit agenda items for inclusion in the meeting agenda. Each agenda item must be approved by the approval group before it’s added to the meeting agenda and minutes. The approval group consists of other admins, staff, or members assigned to review agenda items after they’re submitted. For more information, see Manage agenda items.
You can use the Agenda items page to monitor the progress of an agenda item from submitted to pending, then approved or rejected. You can also see pending agenda items on the Agenda Builder. This section describes the new Agenda items page and explains how to approve, reject, manage, and create agenda items.
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Select Agenda items on the Navigation Bar.
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An indicator appears on the Agenda items icon to indicate the number of agenda items pending your review.
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You can select a tab on top of the page to view agenda items that are in draft, submitted, pending, rejected, or added. When there are no agenda items to review, an empty state message displays.
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To view a list of draft agenda items, select the Draft tab.
Note
The Draft tab displays agenda items created by you or staff or members who are in a meeting group with you.
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To view a list of submitted agenda items, select the Submitted tab.
Note
The Submitted tab includes agenda items submitted by staff or members who are in a meeting group with you, and items you have submitted for approval, or items you have approved but are waiting final approval.
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Select an agenda item to see more details.
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The approval group is displayed on each agenda item’s row. Use the approval group to identify who will review the agenda item. To learn more about the approval group, see Create and manage approval groups.
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To view a list of agenda items pending your review, select the Pending tab.
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To view a list of rejected agenda items, select the Rejected tab.
Note
You may not have rejected some of the agenda items on the Rejected tab. The list of agenda items includes ones rejected by staff or members who are in a meeting group with you.
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To view a list of items that have been approved and added to a meeting agenda, select the Added tab.
Note
You may not have approved some of the agenda items on the Added tab. The list of agenda items includes ones approved by staff or members who are in a meeting group with you.
Send draft agenda for review
After you create an agenda, you can send a draft for review, before publishing the final version. This section describes how to preview an agenda, and then send a request to members or other users to review the draft. It also includes instructions for opening a draft of the agenda to review the content.
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Open the Meeting details page.
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To preview the agenda, first select options
in the Agenda section, then select Preview draft. -
To preview the agenda for members, select Member agenda.
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To preview the agenda for the public, select Public agenda.
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To send a draft of the agenda for review, select Send for Review on the top right. A dialog displays.
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Choose to whom you would like to send the agenda by selecting the checkbox next to their name.
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To send the draft for review, select Send Draft.
Note
If you update the agenda after you send a draft for review, the most recent version becomes available.
Review draft of the agenda
You can open a meeting agenda as a draft, and then review the content.
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To open a preview of the draft agenda, select the arrow next to Review Preview on the All meetings page.
Note
The Review Preview option is available the days before and after the meeting occurs, but not on the day of the meeting.
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The Preview page opens in a new tab in your web browser.
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To review a web version of the agenda, select Web View.
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To review the agenda as an Adobe PDF document, select PDF.
