# Create and edit agenda {% hint style="info" %} To create and work with the agenda, you must be the Meeting organiser or a Meeting admin. If you’re the organiser and want to co-create the agenda with others, make sure they are assigned as [Meeting admins](/using-hippoly/meetings/manage-meeting-participants.md#make-participant-meeting-administrator). {% endhint %} {% stepper %} {% step %} ## Create an agenda Open the **Meeting panel** and select the `Agenda & Files` tab. You can start building your Agenda in four different ways. No matter which option you choose, you’ll still have full flexibility to tailor the document to your Meeting’s needs. * Blank agenda document * From built in templates * From an agenda created in a previous meeting * With help from AI {% tabs %} {% tab title="Blank document" %} 1. Click `New empty agenda`

2. A **draft** agenda document will be created and opened in the agenda builder. You are now ready to start adding agenda items. {% endtab %} {% tab title="From template " %} Hippoly offers various built-in agenda templates to save time. The available templates vary depending on the organization and workspace type. 1. Click `Create from template`

2. Click on a `Template`

2. A **draft** agenda document will be created and opened in the agenda builder. You are now ready to start editing the agenda and adding or removing agenda items. {% endtab %} {% tab title="From a previous agenda" %} To save time, you can create a new agenda by duplicating one from a previous meeting. All content, except for files attached to the original agenda, will be copied to the new one. 1. Click `Use agenda from a previous meeting` .

2. All previous meetings you have access to and that have a **shared** agenda will be listed. Click on the `Meeting` you want to duplicate the agenda from.

Select the meeting to duplicate agenda from

3. A **draft** agenda document will be created and opened in the agenda builder. You are now ready to start editing the agenda and adding or removing agenda items. {% endtab %} {% tab title="With AI" %} If you want Hippoly to suggest an agenda for a specific meeting topic, follow this steps. 1. Click `Suggest agenda using AI` .

2. In the dialog that appear, write a short description of what the meeting will be about and click `Suggest` .

Suggest agenda dialog with meeting description example

3. A **draft** agenda document with suggested content will be created and opened in the agenda builder. You can now start editing the agenda and adding or removing agenda items. If the suggested content doesn't meet your needs, you can [delete the agenda](/using-hippoly/meetings/delete-agenda.md) and start over. {% endtab %} {% endtabs %} {% endstep %} {% step %} ## Add, move and remove agenda items An agenda consists of agenda items, each requiring a **title** and optionally including an assigned **responsible person**, **time allocation**, **description**, and **attached files**. 1. **To add a new agenda item** click the **`+`** button at the bottom of an existing item. 2. Give the the agenda item a **title** and optionally add information to the other fields.

**Agenda items can be moved** up and down within the agenda document. To move a agenda item do as follow. 1. Move the cursor over the item you want to move. 2. Click the `Move item up` or `Move item down` buttons located at the top right corner of the agenda item.

Agenda items can be structured in a two level hierarchy. **To convert an agenda item to a sub-item** follow these steps. 1. Move the cursor over the item you want to make a sub-item. 2. Click the `Make sub-item` button located at the top left corner of the agenda item.

Sometimes you might want to **remove one or more agenda items** from the agenda document. To remove an agenda item follow these steps. 1. Move the cursor over the item you want to remove. 2. Click the `Remove item` button located at the top right corner of the agenda item.

{% endstep %} {% step %} ## Assign responsibility and time allocation {% hint style="info" %} **Choosing a Responsible person and setting Time allocation is optional** and are purely informational and do not trigger any automated processes. {% endhint %} 1. Click the `Responsible` label on the agenda item and select the person who are responsible from the drop-down list. 2. Click the `Time` label on the agenda item and select the time you want to allocate for the specific item in the drop-down list. {% endstep %} {% step %} ## Add a description to agenda items Adding a description to an Agenda item helps clarify discussion or decision points. You can [format the text and include images, links,](#description-text-formatting) and other relevant details. {% hint style="info" %} If you at a later stage chooses to base the Meeting minutes on the Agenda, the Agenda item title and description will be transferred to the minutes document. This allows you to begin drafting the Meeting minutes while building the Agenda. {% endhint %} {% endstep %} {% step %} ## Attach files to agenda items Attaching files to agenda items improves structure and readability for participants. You can upload files from your device or reference files already stored in your workspace. 1. Click the `Add file` button located to the right of the item title. 2. Select if you want to upload or referencing an already uploaded file to the agenda item.\ You can also upload files by dragging and dropping them from your device onto the agenda item.

{% endstep %} {% step %} ## Share the agenda When you're satisfied with the Agenda, it’s time to share it with the Meeting participants. To do so, click the `Share Agenda` button in the top-right corner of the Agenda builder. {% endstep %} {% endstepper %} ## Description text formatting Adding a description to an agenda item helps clarify discussion or decision points. You can format this text, including images and links. To format, follow these steps. 1. Mark the text that you want to format. 2. A toolbar will appear on the agenda item 3. Select the formatting option you like to apply on your text. You can choose **Bold**, **Italic**, **Underline**, **Ordered list** and **Unordered list.**

4. Click the `Image` button in the toolbar if you want to upload and insert an image inline with the description text. 5. Write or paste a URL in the description text to create a clickable link. ## AI suggested agenda sub-items For meetings with complex topics that need to be divided into smaller discussion points, Hippoly can assist by suggesting agenda sub-items using AI. This comes handy especially when you're short on ideas. Follow these steps to get sub-item suggestions. 1. Move the cursor over the `+` button at the bottom of an existing item. 2. Click the `Suggest sub-items` button

3. A dialog will appear with the item's text pre-filled in the input field, serving as the basis for the suggestions. You can modify this text to add more details.

4. Click the `Suggest` button. 5. Five to six AI-generated suggestions will be added to the agenda as sub-items. You have the option to edit or remove any suggestions that don't meet your needs. ## Keyboard shortcuts Keyboard shortcuts in the Agenda Builder are tailored to enhance efficiency and productivity. The following are some useful shortcuts. {% tabs %} {% tab title="Mac" %} `Enter` to **create a new agenda item** while focused on an item title field. `Shift + Enter` to **create a new agenda item** while focused on an item description field. `Tab` to **create sub-item** while focused on an empty item title field. `Shift + ↑` to **move agenda item up** in the document while focused on the item's title field. `Shift + ↓` to **move agenda item down** in the document while focused on the item's title field. `Command(⌘) + b` to **bold** text item in the description field. `Command(⌘) + u` to **underline** text in the item description field. `Command(⌘) + i` to **italicize** text in the item description field. {% endtab %} {% tab title="PC" %} `Enter` to **create a new agenda item** while focused on an item title field. `Shift + Enter` to **create a new agenda item** while focused on an item description field. `Tab` to **create sub-item** while focused on an empty item title field. `Shift + ↑` to **move agenda item up** in the document while focused on the item's title field. `Shift + ↓` to **move agenda item down** in the document while focused on the item's title field. `Ctrl + b` to **bold** text item in the description field. `Ctrl + u` to **underline** text in the item description field. `Ctrl + i` to **italicize** text in the item description field. {% endtab %} {% endtabs %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.hippoly.com/using-hippoly/meetings/create-and-edit-agenda.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.