How to Add a Top Level Item Navigate to meeting agendaClick on + sign next to word AgendaEnter item titleClick NextChoose if you want to use an item template or select to choose fieldsClick Save and Add ContentNOTE: After clicking on Save and Add Content, you will view the agenda item in edit mode where…

How to Assign an Agenda Item Navigate to meeting agendaClick on agenda item to assignClick on the edit iconIn edit mode, click on the Unassigned drop-downChoose user to assign the item toClick on SaveNote: User will receive an email that an item has been assigned to them Follow the steps below to assign multiple…

Follow the steps below to assign multiple items to users by using the Item Assignment screen. How to Mass Assign Items to Users Navigate to meeting agendaClick on Settings menuClick on Item AssignmentsClick the Assigned To drop-down  to assign an item to a userNOTE: Clicking on the CC checkbox will allow you to have…

Additional fields can be added to an item after it has been created. Follow the steps below on how to add them. How to Add Fields to an Agenda Item Navigate to agendaClick on agenda itemClick Edit iconClick on Add Fields iconSelect fields will appear, select an item template or choose fields to displayWhen…

Supporting documents and links can be added to an agenda item. Follow the steps below to add them to a new or existing item. How to Add Supporting Document or Links to a New Agenda Item Click to add a new agenda itemInclude the Support Documents field when selecting fields to displayClick Save…

How to Edit Supporting Documents and/or Links on an Agenda Item Click edit icon on agenda itemGo to Supporting Documents sectionClick on the pencil next to document to edit the title displayed for the documentNote: Documents can be rearranged. Hover over an item, when move icon displays, drag it to a new positionGo…

How to Edit an Agenda Item Navigate to your meeting agendaClick title of item to editClick on the edit iconEdit necessary fieldsNOTE: If you need to add more fields, follow the steps listed hereClick Save and Close when finished How to Delete and Agenda Item Navigate to your meeting agendaClick title of item to…

Visibility restrictions can be placed on agenda items or individual fields so that only the users with the proper permission can view it or its content.  There are four different types of views that can be applied: Public, Limited, Confidential, or Management.  Follow the steps below on how to set…

Items on an agenda can be rearranged on both the meeting agenda screen and when viewing the agenda item and content. Items can be position on four different levels that are color coordinated, making it easy to know which level the item is associated with. How to Reorder an Agenda…

How to Copy an Agenda Item Navigate to meeting agendaClick on agenda itemClick on copy icon, a new screen will loadLeft-click on the item to copy and drag-and-drop to where you want the copied item to appearWhen done, click Back to Agenda NOTE: There is no save button on this screen, items…