How to add subtopics to my agenda

Many boards present topics that naturally include several items. For example, a "Governance committee report" topic might include adopting the committee's minutes, a recommendation to adopt a resolution, and a supporting document. With subtopics, each item has its own place and its own number, and can have its own details, documents and resolution drafts.

Add a subtopic

1. In the agenda, hover just below the relevant topic. A "+" button appears on the dividing line. Click it, then select New subtopic. 
2. The form opens directly below the main topic. The subtopic number (for example, 4.1.) is automatically added at the start of the Title field.
3. Fill in the subtopic fields:
   • Title : enter the title after the number
   • Responsible : choose a person, or None
   • Estimated time (minutes)
   • Type : Information, Decision, Discussion, etc.
   • Details : add an explanatory text if needed
   You can also add items specific to this subtopic using the buttons at the bottom of the form : Resolution draft, Existing follow-up, Document or Link.
4. Click Save. The subtopic appears below the main topic, with its number, estimated time and type.

Note : you can also add a subtopic to a subtopic to further structure the more detailed items on your agenda.

Edit or delete a subtopic

• To edit a subtopic, click the pencil icon to its right.
• To delete it, open it for editing, then click the trash icon next to the title.

Numbering and estimated time

• Subtopics are numbered automatically in decimal notation based on their position. For example, the subtopics of topic 4 become 4.1, 4.2, 4.3, etc.
• If the order changes, the numbering updates automatically. No manual correction is needed.
• The main topic's estimated time automatically equals the sum of its subtopics' estimated times.

In the minutes

The agenda structure is carried over faithfully to the minutes:

• When writing the minutes, the secretary sees the same structure, in the same order.
• Subtopics appear as numbered sections (4.1, 4.2, etc.).
• Resolutions adopted under a subtopic appear under the corresponding section.
• Documents and links are not carried over to the minutes.

Example

6. Audit committee report

• 6.1 Financial statements as of March 31, with the financial statements as a document
• 6.2 Auditor's report, with the audit report as a document
• 6.3 Recommendation to adopt the financial statements, with a resolution draft

In the minutes, you will find sections 6.1, 6.2 and 6.3, with the resolution under section 6.3.