Overview

Agenda folders store and organize agenda items. For more information about Agenda, see Agenda User guide

Agenda folder is created inside the case. It is available to create only one agenda folder for one case.

Creating agenda folder

To create the agenda folder:

1. On the Organization tab, navigate to the appropriate case.
2. On the ribbon bar, expand New folder and select New agenda folder.

Creating agenda items

To create an agenda item:

1. Inside the agenda folder, click New document>Create agenda item on the ribbon bar. Optionally, you may use the context menu.