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Getting started with Agenda

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Connect Agenda to your Meeting #

Using Agenda in meetings scheduled through Teams or Outlook allows you to benefit from Teams’ solutions for conducting meetings while also taking advantage of the structure provided by Agenda. ​

You can create the meeting event in your Outlook or Teams Calendar, where you invite participants and meeting resource(s). ​

Then, to Create a professional meeting agenda:​

  1. Navigate to the Agenda App (Personal App or Tab App)​
  2. Click on “New Agenda” and navigate to the date to find the meeting you want to add a professional meeting agenda. ​
  3. You will then be prompted to select the Team where the agenda should be saved. You should choose a Team that all meeting participants can access, allowing them to view the content easily.

Now, the Agenda is ready to use for your meeting!​

Note: Only the meeting organizer can link the Agenda to the Teams meeting. Once the meeting organizer has done so, Agenda will become visible in your personal app.

Edit Agenda Details​ #

To change meeting information related to the Teams meeting, you must go to your calendar and edit the meeting from there.​

To edit specific meeting details#

Click on the “…” (More Options) button and select “Edit.”​

 

  1. Category: Edit the Category of the Meeting​
  2. Agenda: Edit the Link to the Agenda PDF​
  3. Minutes: Edit the Link to the Minutes PDF