Workflows can be managed both on an individual and mass basis. A user with administer meeting permissions will have access to the Agenda Workflow where they will be able to view the workflow status for all the meeting agenda items. How to View the Agenda Workflow Screen Navigate to the…

How to Create a New Item – My Items Screen Hover over the Meetings tabClick on My ItemsClick on + Add New Item On the Add New Item screen, enter the item title, meeting details, and select the fields Note: If an item is not assigned to a meeting admin…

Creating workflow templates allows you the ability to save a preset format of a template so that you will not need to recreate the steps for future meetings and/or agenda items. This is especially useful for agenda items that generally have the same workflow every time they are on the…

After adding a workflow to an item, the workflow can be toggled on or off. Follow the steps below on how to enable/disable individual and multiple workflows. How to Enable a Workflow on an Agenda Item Click on the agenda itemNext to the workflow tab name, click to toggle off…

How to Edit a Workflow Template Click on the Meetings tabClick on Meeting Administration, then Meeting TemplatesClick on the Workflow icon Click on the Pencil next to the workflow temple you need to editMake the necessary changes on the workflow template pop-up Click Save or Save and Close when done…

After adding a workflow to an item, the workflow can be toggled on or off. Follow the steps below on how to enable/disable individual and multiple workflows. How to Enable a Workflow on an Agenda Item Click on the agenda itemNext to the workflow tab name, click to toggle on…

Users with Meetings module permissions will be able to access the My Items screen when they hover over the Meetings tab. The My Items page provides a view of all meeting items where you are a workflow contributor, or items that you have created/submitted for an agenda. The tabs sort…

An admin can email a contributor in a workflow by using the notify feature. A user can be notified on or within a step on the meeting agenda item, the My Items screen, and the Agenda Workflow screen. How to Notify a User on a Workflow Click on the agenda…

A user can request edit access on an item that they already reviewed as long as the item is in the Reviewed or Completed tab on the My Items screen. How to Request Edit Access Hover over the Meetings tabClick on the Reviewed tab Click on the three dots next…

An admin can skip a user in a workflow so that the next step or person in the step is immediately granted access to the item. A user can be skipped on or within a step on the meeting agenda item, the My Items screen, and the Agenda Workflow screen.…