(Dansk version)

A typical workflow for agenda management using the DocuNote Agenda function looks like this:

• The agenda administrator (or the responsible person) creates the meeting and uploads agenda items to the meeting that are to be discussed during the meeting;
• When all agenda items are prepared and sorted, the administrator locks the agenda. After this, no more agenda items can be uploaded;
• The administrator generates the agenda document in PDF format and distributes it among the meeting participants;
• If there are additional items missing from the agenda that should be discussed during the meeting, they can be added to the appendix section;
• The administrator starts the meeting;
• During the meeting, decisions are specified for each agenda item;
• When the decisions have been entered, the final agenda document with minutes is generated in PDF format.

Although the mentioned scenario is common for many organizations, it can be further customized to meet your business needs.

See detailed information about each step below:

See also:

1.0 Creating new or editing a meeting - Agenda

1.1 Working with agenda items - Agenda

1.2 Copying agenda items to committee - Agenda

2.0 Moving agenda items to meeting - Agenda (User)

Agenda - View log

3.0 Locking agenda - Agenda (User)

Generating agenda