Creating Digital Boardroom Agendas

Create a traditional boardroom meeting structure.

Topic Sections

Use the Digital Boardroom to build a sequence of agenda items, then add and combine pages from any story into your topics.

Create a New Agenda

From the side navigation, select (Digital Boardroom), then choose Agenda () in the Create New section.
In the Create New Presentation dialog, select a location (private, public, or workspace folder).
Enter a unique name and an optional description and choose OK.
Enter a title, presenter name, and time for the first agenda item.

You can select the icon to add an image to the agenda item from a local file such as a profile picture for the presenter. Choose Remove Image to delete the current image.
Choose Designer and open the Build tab. Enter a title, description, location, and date for the presentation properties.

(Optional.) Set the Mobile enabled option if you want this presentation to be available on the mobile app.
Choose to save your changes.

Your presentation details and first agenda item provide the foundation to build out your presentation.

Now that you have basic details filled out, let's start adding story content.

Import a Story

The content for your agenda comes from story pages containing the visualizations and data you want to present. Let's import a story into this presentation.

Choose Library to open the Stories panel.
Choose (Import) from the Stories panel.
Select one or more stories from the Import Stories dialog and choose Import.
Note

Only Responsive and Canvas page types in a story are imported.

Imported stories are arranged as page bundles in the Stories panel and can be expanded to see the pages inside.

Individual story pages can be shown or hidden using the Expand and Collapse button.

Once you have an imported story, it's time to build the agenda structure.

Add Story Pages to Agenda Topics

Each agenda item in a Digital Boardroom agenda can have one or more topics associated with it. Topics are containers for story pages. By adding topics to agenda items in a sequence and story pages to those topics, you create the order and flow that your boardroom meeting will follow. To start, let's add a topic to the first agenda item and fill it with a single story page.

Tip

Group similar topics under each agenda item with the aim of clearly separating content between different business organizations and presenters.

Click (Add Topic) under your agenda item to add a connected, empty topic.
Enter a topic title.
From the Stories panel, drag-and-drop a story page onto the topic square.

Topics are not limited to single story pages. You can drag an entire story or multi-select a subset of story pages and drag them all into a single topic to be displayed together. Limit the number of story pages to 20 or less to avoid overloading the topic.

In addition to selecting multiple pages (shown above), you can also drag the entire "Boardroom Meeting" story to add all the pages at once.

After adding pages to a topic, you can change the order they are displayed within the topic using a drag-and-drop approach, or even drag them to other existing topics on the canvas. To help you keep track of everything, the Stories panel indicates what story pages are already used on the Digital Boardroom canvas with the icon. Select to see a list of topics the page is used in. Choosing a topic centers that topic on the canvas:

At the top of the Stories panel, select and choose Used stories or Unused stories to filter your view of stories displayed in the panel.

Note

When presenting topics with multiple pages in the Digital Boardroom, the display of the story pages is determined by the lane settings of the Preferences option in the context menu.

Add More Agenda Items

You can accommodate multiple presenters in a board meeting by creating additional agenda items. To add a new agenda item:

Choose New Agenda Item from the Insert section of the toolbar.

A new agenda item is added below the first. The agenda items are listed in order on the main page when viewing and presenting in the Digital Boardroom.

Mark Topics as Featured

If your agenda consists of many topics, you may want to mark a few important topics as featured to provide quick access to them during the presentation.

To set a featured topic, select Start of the navigation path Next navigation step Add as featured End of the navigation path . When presenting the agenda, you can open featured topics by opening the presentation structure panel or by selecting Agenda from the context menu and then opening the Featured Topics panel.

Simplify the Canvas View

Your agenda can get very busy after you add multiple agenda items, topics, and story pages to the canvas. There are several ways you can simplify your view of the canvas to get a better picture of the overall agenda:

Condense individual topics by selecting (Expand/condense topic) on the topic.
Collapse entire topic trees under an agenda item by selecting (Expand/collapse topic tree) underneath the parent agenda item.

In addition to cleaning up the canvas view, be sure to delete unused stories from the Stories panel by selecting the story and choosing (Delete).

View Your Agenda

At any time when building your agenda, save and then choose (Start Presentation) from the View section of the toolbar to launch the Digital Boardroom presentation.

For details on presenting your agenda, see Running Your Digital Boardroom Presentation.

You can also customize the look of your Digital Boardroom presentation by setting display options and creating a custom theme. For details, see Presentation Settings and Theming.