How to Add Roles to the Agenda

This is part of a series of How to Do X posts that explain how to perform discrete tasks with the WordPress for Toastmasters solution.

To add a role to a new or existing agenda document, click the Toastmasters Role button on the button bar.

add role button
Add Role button

Clicking that button will display a dialog that allows you to specify the type of Role this is.

add role dialog
Add Role Dialog

The standard roles are listed on a dropdown list. You can also select “Custom” and type in the name of a role specific to your club, such as “Joke Master.”

The other options are:

  • Count – the number of times the role should be displayed on the signup form and agenda. For example, you might set Count to 3 if you plan to have 3 speakers.
  • Indent – a formatting command, indents the role slightly.
  • Agenda Note – an explanatory note associated with the role, displayed on the agenda but not the signup form.
  • Total Time Allowed – blocks out required time on the agenda. Can be used to warn if long speeches will consume more time than you planned for.
  • Extra Time – adds a buffer, for example for transitions between speeches.

When you save your choices, a blue placeholder image will appear in the WordPress editor. To change your choices, double-click on the placeholder image and the dialog will be displayed again.

role placeholder
Placeholder for a role in the WordPress editor

Here is what the signup form note would look like with signups for a  Toastmaster of the Day and multiple Speaker roles.

signup form
Roles and Agenda Note on signup form

And here is what the printable agenda looks like with a minimal setup.

printable agenda
Roles and Agenda Note on printable agenda

See also: How to Add Agenda Notes and How to Create a Meeting Agenda / Signup Form From Scratch.

Author: David F. Carr

Contact me at 954-757-5827 or david@wp4toastmasters.com

* This software is offered "for Toastmasters" but not is provided by or endorsed by Toastmasters International. The use of Toastmasters brand assets (with proper disclaimers) in website designs has been reviewed by the Toastmasters International brand compliance team.