---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a meeting agenda item

# Create a meeting agenda item {#ariaid-title1}

Release version: Brazil  
Updated September 30, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create an agenda item to track one topic on a meeting agenda, including its state, allotted time, presenter, and decision.

## Before you begin

* The meeting must already exist.
* Role required: sn_sch_plus.agenda_item_write
{#account-lifecycle-create-agenda-item__account-lifecycle-create-agenda-item-ul-prereq}

## About this task

Create one agenda item for each topic. For background, see [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.").

## Procedure

1. Navigate to AllTouchpoint MeetingMeeting Agenda Items.  
   You can also create the agenda item from the Meeting Agenda Items related list in the Related Items panel on the meeting page.
2. Select New.
3. In the Meeting field, select the meeting.
4. In the Short description field, enter the agenda topic.  
   The short description can contain up to 160 characters.
5. Complete the optional fields.  

   Description
   :   Details about the topic. Up to 4,000 characters.

   Allotted time
   :   How long you plan to spend on the topic.

   State
   :   Planned (default), Discussed, or Deferred.

   Sequence
   :   The order of the topic in the agenda.

   Priority
   :   Critical, High, Moderate, Low, or Planning.

   Presenter
   :   A participant of the selected meeting.

   Decision
   :   The outcome of the discussion. Up to 4,000 characters.
6. Select Submit.  
   The agenda item appears in the Meeting Agenda Items related list in the Related Items panel on the meeting page.

## What to do next

After the meeting, open each agenda item. Set State to Discussed or Deferred, and record the outcome in the Decision field.
**Related concepts**   

* [Meeting agenda items and next steps](https://www.servicenow.com/docs/eqmGyy0DfDN2vHyDsnXdxg "Record each topic on a touchpoint meeting agenda and each follow-up as its own record, so you can see what the meeting covered and what is still open.")  
**Related tasks**   

* [Capture a meeting next step](https://www.servicenow.com/docs/TafWHPLb0ri8AtNASfqR_g "Capture a follow-up from a meeting as a next step, so it's tracked until you convert it to a record or drop it.")

*[\>]: and then