How to use the Ongoing Agenda Module

Ongoing 

There are two ways of using ongoing items.

a) Planner Items 

When it comes time to discuss an Event at a meeting it can be added by clicking on the button "Add Event to meeting" and selecting the meeting date from the drop-down list.

An Ongoing agenda item is automatically added to your agenda and populated with the selected Event.  

In the screenshot below, the Prep for AGM event has been added to the Oct 15th meeting as 7.1 

A text box, motion, or action can be added to the Prep for AGM event.

In the next meeting subsequent to the Oct 15th meeting, add the ongoing module and note that the "Prep for AGM" event is present in the minutes in a special section as shown below.  

If needed, the Prep for AGM event can be discussed at a 2nd meeting. Click on Carry forward. The Prep for AGM shows up as item 3.1 with (cont) after the title. A text, motion or action can be added.  An item can be carried forward as long as needed.  

b) Items that will remain on the agenda for more than one meeting. 

Add the Ongoing module to the agenda. Click on +New Item. This added 3.1 Add a motion or action as needed.  

The following month add the ongoing module. Item 3.1 will show up.

To include the item in the minutes click on Carry forward

The item Bylaw Revision has been added as 2.1.