Boards and committees differ in what they like to see on their agendas and minutes. Process PA gives you control over how these generated reports look and what they include, all from the Settings page.
Open Settings to adjust:
You can set how action items and motions are numbered so they’re easy to identify across meetings. A number is made of up to three parts — Prefix, Date (none, day, month or year) and Count (global, per year, or per meeting). For example, prefix A, date Year and count Year produces A-17-008. Numbers are calculated at the end of the meeting, and carried-over items keep their number.
In the agenda template area of Settings you can set a default name and location for each meeting type, so new meetings start pre-filled.
Updated on July 17th, 2026