Working with Agendas

Every Lucid Meeting has an agenda. An agenda can be as simple as a single item, or it can provide detailed structure to your meeting.

A well-structured agenda provides an organized view of the meeting topics and helps all participants arrive prepared for the discussion.

A meeting agenda is composed of one or more agenda items. Each agenda item is composed of these elements:

Agenda Item Number: The agenda item number is assigned automatically when you add or re-arrange agenda items. During the meeting, the meeting facilitator clicks the agenda number shown at the top of the screen to advance the meeting forward.

Sub-Topics: Any agenda item can have sub-topics to dive into a topic further. Ex: 2.1, 2.2, 2.3. Sub-topics allow a facilitator to present multiple items that relate to the main topic and keep everyone focused on the same agenda item at the same time.

Title: The agenda item title is the only required field for an agenda item, and should summarize the main subject of the agenda item. When the agenda is collapsed, the agenda item number and title are visible while all other details are hidden.

Presented by: The presenter will lead the discussion on this topic during the meeting. Presenters can update and present their assigned agenda items.Estimated durationHow many minutes do you plan to spend on this topic? The in-meeting timer will show the estimated duration and elapsed time for each agenda item and the meeting as a whole, helping you keep on schedule.

Description: The agenda item description can be as long as needed and will be included in the post-meeting record.

Activities: 

Smart List: Smart Lists dynamically present notes and/or action items for review during your meeting, such as open action items from previous meetings or meeting notes tagged as decisions.

Stormz Workshop: Easily add Stormz workshops to your Lucid agendas, launch and facilitate Stormz workshops during meetings, and retrieve the report for a Stormz workshop then attach it to your Lucid meeting record.

Documents: 

Regular documents: Add reference documents and presentations. You can add any kind of document. To interactively present a document during the meeting, upload a document in PDF, MS Office (Word, PowerPoint, Excel), or image format.

URL/Link Presentation: You can add a URL to an agenda item, and it will be available to present during the meeting. By default, URLs will "presented" by opening a new window in each user's browser. An embedded display is available for links that can be embedded (many sites don't allow this).

Smartsheet: Smartsheet makes it easy to share your work with other team members, or simply collaborate on a specific task. You can easily add a Smartsheet to an agenda then share and display them during meetings.

Proposed Motions: Some meetings are for making decisions. When you know ahead of time that a motion will be brought up for discussion and vote, you can add it to the agenda to help everyone get prepared to vote.

Whenever a meeting is created, an agenda is automatically added to it. Meeting facilitators can update any part of the agenda. Agenda item presenters and attendees in meetings where "everyone can present" can update any existing agenda item, but cannot add new items.

Adding or Moving Agenda Items

Agenda editor, showing three agenda items with a menu button next to each, and an "Add Agenda Item" button at the endThe new agenda editor, with a basic agenda

You can add an agenda item to the end of the agenda by using the "Add Agenda Item" button. You can also add an item above or below any individual item using the item's menu: 

Screenshot of an agenda item menu, showing the actions Edit, Add item above, Move up, Move down, Move in, Move out, Add item below, and Delete. Some actions are dimmed.The actions menu for an agenda item

The agenda item menu also offers options to move the item, edit it, or delete it. Options that aren't appropriate for an item (for example, "Move up" on the first item in the agenda) are dimmed. 

You can also drag-and-drop items to rearrange them, and there are + (plus) buttons that appear when you hover between items, which you can use to insert a new agenda item.

Editing an Agenda Item

Choose Edit from an agenda item's menu, or double-click it, to edit. The item will expand, showing editable form fields and additional options. 

An agenda item expanded for editing, with editable fields for the title, timer, presenter, and description, buttons for adding Documents, Activities, and Motions, and an "Add Sub-item" button.

The editor for a single agenda item

You can edit the item title, timer (number of minutes), presenter, and description directly. Use the buttons below the description field to add: 

  • Documents:
    • Files uploaded from your computer
    • Documents from the meeting room
    • Files from Box*
    • Files from Dropbox*
    • URLs (links) 
    • Smartsheets*
  • Activities: 
  • Motions

* If enabled in your organization

The Add sub-item button gives you another way to add an item to the agenda, as a sub-item of this one. 

The agenda editor saves your changes automatically as you edit. Click Done or hit the Escape key to close the editor. 

Once the agenda is complete you have the option to export (download) it in Word, PDF, HTML, Text, or Markdown format. You may have additional options depending on what integrations you have enabled for your organization.

Email invitations include the top-level agenda items, invited attendees, and the full agenda with descriptions and durations. Sending the invitation out ahead of time allows attendees to review that agenda and prepare in advance. You may also choose to attach a full HTML agenda to the meeting invitation.