Adding a Workflow to an Agenda Item

Workflows can be assigned to an agenda item by an administrator and can be created on an agenda item or from the Meeting Types screen. Follow the steps below on how to add or create a workflow on an agenda item.

How to Add a New Workflow to an Agenda Item

1. Click on the agenda item
2. Click on the Workflow tab, then click on the pencil icon
3. Select Create New
4. Click Add Workflow

5. In the first step drop-down menu, select user(s)

Note: All users with permission to view this meeting type will show in the drop- down

Multiple users can be added to a single step by clicking on the plus sign within the step and selecting either and/or on the toggle (see table below on the AND/OR toggle)

6. Continue adding necessary steps by clicking on the Add Step link

7. When finished click Save or Save and Close

Note: Hovering over the Save and Close option will allow an admin to save the current workflow as a template

Operator	Description
OR	If the agenda item can be reviewed by at least one of the people in the step before moving to the next one, chose the OR operator
AND	If the agenda item needs to be reviewed by all the people in the step before moving to the next one, chose the AND operator.

How to Add a Workflow Template to an Agenda Item

1. Click on the agenda item
2. Click on the Workflow tab, then click on the pencil icon
3. Select Use Workflow Template
4. Select a workflow in the drop-down

5. Workflow will load

Note: Additional steps or users can be added to the loaded template.

6. When finished click Save or Save and Close