Create Your Agenda

It is super easy to create your agenda in BoardCloud. All you need is to grasp a few concepts and then you can fly on your own.

To get started, add an agenda section: 

1. Add and name a section
2. Upload files into you new section

Here is a quick video walk through that shows you how to add a section and then browse for and add a document. 

You can add as many sections as you need, with each section having as many documents or sub-items (see below) as you need. 

Agenda Files

Each agenda section can hold as many files as required. Uploaded files can be in a number of formats including MS-Word, MS-EXCEL, PowerPoint and PDF.

It is also possible to upload multiple files at the same time by selecting additional files from the open file window.

Uploading Templates

A BoardCloud template file can simply be compressed by zipping the root of a pre-prepared folder structure that reflects the final agenda layout. Supporting documents can then be placed into their respective sub-folders.

To upload the .zip template file, simply browse for it as described above, and the structure of the zipped folder and its contents will be loaded into the agenda.

To view a clip of this process:

Click Here 

Drag and move sections and documents using the 'handles' on the left of the section or document.

Agenda-Sub Items

Agenda sub-items can be added to as many levels as required.

To add an agenda-sub item, click on the bold three vertical dots (kebab) on the far right of the agenda item. This will open the Agenda Section Options navigation pop-up. 

Then, click on the Add Section option to add a new section below the current agenda section.

As can be seen from the above clip, the document "MattersArising" appears under the first agenda sub-section. This can be dragged to sit directly under the mail agenda item, if required.