Meeting Agenda Settings

What exactly is Role / Agenda Item Title?

Written by Bo Bennett on . Posted in Meeting Agenda Settings

This is the title of the item on the agenda, both printed and on screen. In the following example, "Socialize and Network" is our agenda item title.  Notice it is the first line, before the description, and it is in bold.

In this field you want to keep names of members out as well of times, since both can be entered elsewhere.  The title should be clear, but not too descriptive (you can get detailed in the description).

There are three basic categories of titles. These are explained below.

Numbered Roles

Numbered roles are roles that appear more than once on the agenda and have more than one member filling the role.  Some examples are "Speaker", "Evaluator", or "Judge".  These should be entered with the name of the role followed by the number sign "#", then the number of the role, each as it's own entry.  For example,

Speaker #1
Speaker #2
Speaker #3

This is three separate entries (three titles).  The reason you want to enter these in this exact format is so the role reports calculate this as one combined role.  You just want to know how many times member X was "Speaker", not how many times she was "Speaker #1".

In the role reports, the # and anything after will be stripped away.  So if you enter "Speaker No. 1" or "Speaker 1" this will NOT work for you.  You need to enter the "#".  Technically, you could still enter "Speaker #one" -- if you really wanted to.

Keyworded Titles

A Keyworded title is a title that contains a keyword that links to other titles using the same keyword.  These are used for multiple agenda items that require the same member to fill.  This allows the member to signup for a role just once (or the person assigning roles to assign a member just once) rather than multiple times.  It also allows the member's name and/or photo to be shown on the agenda for each time they need to perform a function of their role.

To specify a keyword in a title surround the keyword with asterisks "*".  For example,

*Toastmaster* of the Day
*Toastmaster* Introduces Speeches
*Toastmaster* Closes the Meeting

In this example, there are three agenda items using the keyword "Toastmaster".  Only ONE of these roles using the same keyword should have the option selected indicating that it is a sign up role, usually the first one, but not necesarily.

All of the other roles using the same keyword, should NOT have the member signup option selected.

When a role is setup this way, the member just needs to accept the role and all of the other linked agenda items will display his or her name (may require a screen refresh).  If the member removes him or herself from any one of the instances, it will be removed from all sharing the same keyword (may require a screen refresh).

On the agenda that members see, as well as the printed agenda, the "*" are NOT shown -- these are shown only to the admin and in edit mode.

Do NOT use both keyword titles with numbered roles.  Generally, this is not needed.  But the two do not work together and will produce undesirable results.

Regular Titles

Everything else falls under regular titles.  Just enter these titles as you want them displayed on your agenda.  Examples:

Wordmaster
Grammarian
Timer

Changing Titles

You cannot change/edit titles in the member edit view, only in the administrator console.  If you do change an agenda item title, the change will search all your past and future agendas and make that change globally.  This way, you will not lose any history by correcting a spelling error or making a slight wording change.