How to Edit a Meeting in Agendized

You can update a meeting's details — title, description, schedule, location, officers, and attachments — at any time from the meeting page or from the team's meeting list.

Option A: Edit from the meeting's detail page

1. Navigate to the team the meeting belongs to (for example, Formation Tech > Board Meeting).
2. Click on the meeting you want to edit (for example, from the Next Meeting or Recent Meetings section, or by clicking View All Meetings).
3. On the meeting's detail page, click the Actions dropdown (near the top, next to Export PDF).
4. Select Edit meeting.

Option B: Edit directly from the meetings list

1. Navigate to the team's meeting list (click View All Meetings from the team page).
2. Find the meeting in the list.
3. Click Edit in that meeting's row.

Making your changes

Both options open the same Edit Meeting window, where you can update:

• Title — the meeting's name.
• Description — free-text notes about the meeting, with basic formatting (bold, italic, underline, strikethrough, lists, links).
• Meeting type — for example, Regular Meeting.
• Scheduled Start Time and Scheduled End Time.
• Location and/or Virtual Meeting Link.
• Officer Designations — optionally assign a specific Presiding Officer and/or Recording Officer for the meeting. If left unset, any officer on the team may run or take minutes for the meeting.
• Public Meeting checkbox — check this if the meeting should be open to the public.
• PDF Export Options — settings for how the meeting exports as a PDF.
• Documents — upload additional files (PDF, Word, Excel, PowerPoint up to 50MB; images up to 10MB) by clicking Upload files or dragging files into the box.
• Meeting Recording — attach a recording to the meeting, if applicable.

Once you've made your changes, click Update Meeting to save them, or Cancel (or the X in the top corner) to discard your changes and close the window without saving.

Note

Individual agenda items within a meeting have their own Edit item, Duplicate item, and Delete item options — these are separate from editing the meeting's overall details, and are accessed by opening the meeting and using the menu on the specific agenda item you want to change.