Create a meeting agenda item

task brazil Updated Sep 30, 2026 1 min read account-lifecycle-create-agenda-item.md
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Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.

Before you begin

  • The meeting must already exist.
  • Role required: sn_sch_plus.agenda_item_write

About this task

Create one agenda item for each topic. For background, see Meeting agenda items and next steps.

Procedure

  1. Navigate to All > Touchpoint Meeting > Meeting Agenda Items.

    You can also create the agenda item from the Meeting Agenda Items related list in the Related Items panel on the meeting page.

  2. Select New.

  3. In the Meeting field, select the meeting.

  4. In the Short description field, enter the agenda topic.

    The short description can contain up to 160 characters.

  5. Complete the optional fields.

    • Description

      Details about the topic. Up to 4,000 characters.

    • Allotted time

      How long you plan to spend on the topic.

    • State

      Planned (default), Discussed, or Deferred.

    • Sequence

      The order of the topic in the agenda.

    • Priority

      Critical, High, Moderate, Low, or Planning.

    • Presenter

      A participant of the selected meeting.

    • Decision

      The outcome of the discussion. Up to 4,000 characters.

  6. Select Submit.

    The agenda item appears in the Meeting Agenda Items related list in the Related Items panel on the meeting page.

What to do next

After the meeting, open each agenda item. Set State to Discussed or Deferred, and record the outcome in the Decision field.

Parent Topic:Meeting agenda items and next steps

Related topics

Meeting agenda items and next steps

Capture a meeting next step

Keywords create agenda itemmeeting agenda itemmeeting agendatouchpoint meeting
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