Exclude or Include Agenda Item

Exclude/Include Item

Sometimes you may not want a document or section to appear in the final agenda, but you don’t want to delete it entirely. The Exclude/Include Item option allows you to temporarily hide content without removing it. This makes it easy to prepare different versions of an agenda or to keep certain items in draft form until they’re ready to share.

When an item is excluded, its name will remain visible in the list but will appear with a strikethrough so you can clearly see it has been hidden. You can toggle between excluding and including an item at any time.

This option can be used with:

• Agenda sections
• Any document you have added
• Any document created in BoardCloud
• Signature documents
• Tasks
• Forms

This option cannot be used with Votes

How to Exclude or Include an Item

You can easily toggle whether an agenda section or document is included in the agenda.

To do this, click on the three dots next to the agenda section or document you want to exclude or include.

The Agenda Section Options menu will appear.

Select Exclude/Include (this is the second option from the top).

When an item is excluded, its name will appear with a strikethrough to indicate it has been hidden from the agenda.