Navigating OnBase Agenda Management can seem daunting, but with the 3 steps below, you’ll be a pro at creating and managing meetings and agenda items in no time.

If you’re more of a video person, check out the video below, or read on to get our list of 3 steps.

How to Create Meetings & Agenda Items within Agenda Management in OnBase

3 Steps to Create Meetings & Agenda Items within Agenda Management in OnBase

Log into OnBase Agenda and Create Your Agenda:

Begin by logging into OnBase Agenda with your credentials. Then, click on the ‘New Meeting’ button in the top left to open a dialogue box filled with options you’ll need to fill out:

  • Meeting Type
  • Name
  • Location
  • Organizer
  • Date and Time
  • Next Meeting Type: This will prompt you at the end of your current meeting to select the next meeting type. If you have this configured, you will be able to select it.
  • Make Recurring: Check this box to create meetings in the future on a recurring pattern. It’s a little different from Outlook, which is worth noting. In Outlook, you can go back through the series, and you can make edits to the entire series. In Agenda, you can’t do that. When you create an occurrence pattern in Agenda, it will build those meetings out for you. After you’ve created them and clicked “save,” it’ll take its hands off, which means that if we need to then go back and make an edit to all those meetings, we’ll have to individually fix these meetings one by one.

These fields can also be auto-filled with a configured meeting type if they are configured as such.

2. Add Agenda Items:

You will see your meeting appear in the box in the bottom right of your screen. Open it up. In our example, we opened a pre-configured meeting, so there were already folders sitting inside of it. To add agenda items to folders, you first need to create an item. You can do this by clicking the “New Agenda Item” button in the top ribbon. Click “Create an Agenda Item Form,” and select a target meeting date. Then, give the agenda item a title, a recommendation, and a fiscal impact. Toward the bottom of the window, you’ll be able to add agenda item attachments from either your computer’s file system or pull in documents from OnBase’s retrieval system. You can also add notes and view the properties of the agenda item. Then, click “Save.”

3. Open the Meeting:

Double click into your meeting in the bottom right window. In the bottom right of your screen, you’ll see any pending agenda items that are targeted for your meetings. If you want to see pending agenda items that aren’t targeted for this meeting, you can uncheck the box that says “Filter by Agenda Items targeted for this meeting.” You can then drag your pending agenda items into any folder you’d like. This way, when you’re in your meeting, this item will pop up at the appropriate time.  Keep track of additional details and properties of the agenda item with the built-in notes feature, ensuring nothing slips through the cracks.

And there you have it—that’s your step-by-step guide to creating meetings and agenda items within Agenda Management.

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