Meeting agenda items

A meeting can have an agenda which can consist of one or more agenda items. You can create the meeting agenda and add agenda items when creating the meeting in Microsoft Outlook. If you need to add, remove, edit, or re-order agenda items to the meeting agenda, you can do so in Microsoft Outlook or WorkZone.

You can also add documents to or remove documents from each agenda item by editing the agenda item in WorkZone and preview the agenda item in the Preview pane.

Any changes to the meeting agenda items are synchronized to the meeting in Microsoft Outlook, including attaching or removing document to agenda items.

 

Manage agenda items on a meeting

Add a new agenda item

  1. On the meeting detail page, open the Agenda items tab from the detail tabs.
  2. Click Add to open the Add agenda item form.
  3. In the Add agenda item form:
    1. Title field: Enter the title of your agenda item.
    2. Description field: (Optional) Enter a description of the agenda item.
    3. Documents field: (Optional) Attach one or more documents to your agenda item:
      • Click the Documents field or start typing to select a document from WorkZone.
        -Or-
      • Click Browse in the right corner of the Documents field to select a document from the file system.
  4. Repeat step 3 to add more documents.
  5. Click Save to save your changes and close the form.

Edit an agenda item

  1. On the meeting detail page, open the Agenda items tab from the detail tabs.
  2. In the Agenda items tab, select the agenda item you want to edit and click Edit or double-click the agenda item that you want to edit to open the Edit agenda item.
  3. In the Edit agenda item form:
    1. Title field: Enter the title of your agenda item.
    2. Description field: (Optional) Enter a description of the agenda item.
    3. Documents field: (Optional) Attach or remove one or more documents to your agenda item:
      To add a document:
    • Click the Documents field or start typing to select a document from WorkZone.
      -Or-
    • Click Browse in the right corner of the Documents field to select a document from the file system.
      To remove a document:
    • In the Documents field, locate the document you want to remove and click [x].
  4. Click Save to save your changes and close the form.

Reorder agenda items

  1. On the meeting detail page, open the Agenda items tab from the detail tabs.
  2. On the Agenda items tab, drag-and-drop the meeting agenda items to the desired position.
  3. Click Save to save your changes and close the form.

View an agenda item

  1. On the meeting detail page, open the Agenda items tab from the detail tabs.
  2. Select the agenda item that you want to view.
  3. Click Preview to open the Preview pane.

Tip:

  • To edit the meeting from the preview pane, click the name of the meeting. The Edit agenda item dialog box opens.
  • To view the list of attachments, click Attachments on the preview pane. The list of attachments is displayed in a new tab.

Remove an agenda item

  1. On the meeting detail page, open the Agenda items tab from the detail tabs.
  2. In the Agenda items tab, select the item or items you want to remove.
  3. Click Remove and then click Yes.

See also

Manage meetings

About fields on a meeting detail page