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How to build your agenda

Add agenda items, create sub-items, and put everything in the right order.

Your agenda helps ClerkMinutes organize your minutes, so it's worth getting it right. You can type your agenda items one by one, or import them from a PDF (see "How to import an agenda from a PDF").

Add agenda items

  1. Open your meeting and go to the Agenda tab.

  2. Click Add first agenda item.

  3. Under Typed manually, enter the title of the item.

  4. Add a description or attach files if you'd like.

  5. Click Add agenda item.

Repeat for each item on your agenda.

Create sub-items

Need a 1.1 under item 1? Drag the agenda item to the right. It will nest under the item above it.

Reorder agenda items

Drag and drop any agenda item up or down to move it. You can reorder your agenda at any time.

Note: Building agenda items in the editor is available on the Growth and Custom plans. On the Starter plan, you can add your agenda as a PDF.

Need help?

Email us at [email protected].

Prefer to ask in person? Pop in during Office Hours every Thursday to ask questions, troubleshoot, or learn something new. Anyone can come, whether you're a customer or still on your free trial.

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