How - Tos

Find out from how to get started to enabling some of the features that you never knew it was there in the first place !

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66 articles in this collection
Written by Ganindu Porage and Brennan McEachran
Agenda Features

How to create "My Templates"

Add all your customer agenda items and add them with one click
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Written by Ganindu Porage
Updated over a week ago

How to add comments to an agenda item

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Written by Ganindu Porage
Updated over a week ago

How to copy an agenda item

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Written by Ganindu Porage
Updated today

How to move between agenda items without opening each item manually

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Written by Ganindu Porage
Updated over a week ago

How to create a template using an active agenda

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Written by Ganindu Porage
Updated over a week ago

How to add an agenda item

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Written by Ganindu Porage
Updated today

How to change agenda viewing options

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Written by Ganindu Porage
Updated over a week ago

How to add "Sections" to an agenda

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Written by Ganindu Porage
Updated over a week ago

How to move agenda items in an agenda

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Written by Ganindu Porage
Updated over a week ago

How to vote for agenda items

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Written by Ganindu Porage
Updated over a week ago

How to upload files to an agenda item

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Written by Ganindu Porage
Updated over a week ago

How to add an agenda item from the "Agenda Item Library"

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Written by Ganindu Porage
Updated today

How to invite a member to a workspace

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Written by Ganindu Porage
Updated today

How to delete an agenda item

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Written by Ganindu Porage
Updated over a week ago

How to make an agenda item repeat

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Written by Ganindu Porage
Updated over a week ago

How to set a due date for a next step

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Written by Ganindu Porage
Updated over a week ago

How to add "Next Steps"

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Written by Ganindu Porage
Updated over a week ago

How to add attachments to an agenda item

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Written by Ganindu Porage
Updated today

How to add a link to an agenda item

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Written by Ganindu Porage
Updated today

How to set meetings as "Auto-Finish"

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Written by Ganindu Porage
Updated over a week ago