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Use the Meeting Agenda to see the budgets, tickets, reports and other items your MSP prepared for a meeting. Company users and MSP staff can read it. MSP staff with meeting write access can also build it.

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Before you start

  • You need access to the meeting and its company. Reading the agenda does not let you edit the meeting or the linked records.
  • To add, reorder, hide or remove items, you need Write access to Calendar or Meetings. Ask your MSP if the Add Item button is missing.

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Read an agenda item

1

Open the meeting page

Open List View or My Meetings, click the … menu on the meeting and choose Open Meeting Page.
2

Scroll to Meeting Agenda

The top of the card shows the item count and how many are visible in presentation, for example 8 items and 6 visible in presentation.
3

Expand an item

Click the item’s title row to show its details, and click again to collapse it. Click the title, not the drag handle, eye or trash icons.
Meeting Agenda card on the meeting page with agenda items
4

Switch views (staff)

With more than three items, MSP staff see a Group View or List View button. Group View puts similar items together. The meeting also groups items automatically when it has several of one type, or tickets from more than one provider.
Grouping only changes how items are laid out. It does not add or remove records. An expanded row can show a short summary, such as a budget’s fiscal year, and not the whole record. Use the source module for the full record.

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Add items to the agenda (MSP staff)

1

Click Add Item

The button is in the Meeting Agenda header. On an empty agenda, click Add First Item.
2

Pick a category or search

Type in Search for items to add to agenda…, or pick a category. The categories are Budget, Planner Item, Report, Ticket, Compliance Check, Goal, Project, Device, Training, Invoice, License and Quote. Use Back to categories to go back.
Excerpt of the MSP Add Items to Agenda chooser showing Budget, Planner Item, Report, Ticket, Compliance Check, Goal, Project and Device.
3

Select the items

Tick each item to add. The button shows how many you picked.
4

Click Add Selected

The items are added right away and Item added to agenda confirms it. Opening the chooser or searching adds nothing.
For your own content, open Custom Content and choose Text Block or Divider. A text block is added at once with the title New Text Block. Edit it from its row.

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Organize the agenda (MSP staff)

1

Reorder

In List View, drag an item by its handle. The new order saves at once. Items cannot be dragged in Group View.
2

Show or hide in presentation

Click Hide from presentation (the eye icon) on an item. Click Show in presentation to bring it back. A hidden item stays in the workspace, dimmed.
3

Set presentation settings

Click Presentation Settings on an item. The General tab has Show in overview slide, Show as detail slide, Slide Template and Custom Title (optional). Display Fields picks which fields show. Click Save Settings.
4

Edit a text block or notes

Click Edit on the item to change its title, content or Presenter notes (not shown in presentation).
5

Remove an item

Click Remove item (the trash icon). Item removed from agenda confirms it.
Removing an item removes it from the meeting only. The budget, ticket or other source record stays. Editing an agenda title or notes does not change the source record.
The eye icon controls the presentation only. It is not a privacy setting. Anyone who can open the meeting can still see a hidden item.

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What the agenda can show

The agenda can show budgets, Planner items, reports, tickets, compliance checks, goals, projects, devices, invoices, licenses, training, quotes, text blocks and dividers. Each item is a link to its record, not a copy of everything in the source module. Items show the data of the linked record when you open the page. They do not refresh while the page stays open. Missing detail or an error does not mean the source record is healthy, approved or paid. Ask your MSP to check the source and your access.

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Quote providers

Agenda Quote items use Quoter quotes. The separate Quotes module supports Salesbuildr, QuoteWerks and Quoter. A missing Salesbuildr or QuoteWerks quote in the agenda does not mean MSPortal does not support them.

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Troubleshooting

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Frequently asked questions

No. Dragging, the eye icon, edits and removal are the actions that save.
The total includes items hidden from the presentation.
No. Presentation visibility is not an access control.
No. It removes the meeting link. Removing a text block deletes that text.
No. Clicking Add Selected, or choosing a text block or divider, adds the item at once.
No. That needs Write access to Calendar or Meetings, which your MSP assigns.