Creating a Master Agenda Template : vCIOToolbox

Creating a Master Agenda Template Print

Modified on: Wed, 13 Sep, 2023 at 11:21 AM

To create or update your master agenda template you need to access the agenda within any active client. This can be accessed a few ways.

1. Via the Calendar tab in QBR

2. Via the More Drop-down in QBR

3. Via the Meeting View for QBR or GRC in the Agenda tab.

4. Once inside the agenda, click edit and update the displayed agenda. Once you have it set to your liking you can make it the master agenda by clicking the Save as Masterr Agenda Template checkbox and pressing save.

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Creating a Master Agenda Template Print

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