Building sections, items, and smart sections

Best for: Agenda owners · Requires: Meeting write access.

Build the agenda in the order you plan to discuss it. Sections keep related topics together, while items and sub-items give you places to capture details and notes.

1. Select Add Section.
2. Name the section and add notes.
3. Add agenda items and optional sub-items.
4. Add attachments to the applicable item.
5. Reorder sections and items to match the agenda.

Use the rich-text formatting menu for emphasis and text color in supported descriptions and notes.

From More, under Smart Sections, choose:

• Add Open RFIs
• Add Open Submittals

These sections automatically include records that are already open and records opened before the meeting is Finished. They give your agenda live references to the source records rather than creating copies.

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