How to Create a New Item – My Items Screen

  1. Hover over the Meetings tab
  2. Click on My Items
  3. Click on + Add New Item
  1. 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 it can still be saved but not submitted.

  1. After fields have been chosen content can be added
  1. Once all the necessary information is entered the item can be saved or submitted

Note: Item will automatically go to the Submitted tab and will work its way through the workflow process.

7. If you chose Save and Submit, a pop-up screen will appear where you can either create a workflow or chose a workflow template

8. Once a workflow is added, you can choose your save options, Save and CloseSave, or Save and Submit

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