How to Create a New Item – My Items Screen
- Hover over the Meetings tab
- Click on My Items
- Click 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 it can still be saved but not submitted.
- After fields have been chosen content can be added
- 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.
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