How to Create a New Item – My Items Screen
- Hover over the Meetings tab
- Click on My Items
- Click on + Add New Item
![](http://gamuthelp.csba.org/wp-content/uploads/2021/07/image-20.png)
- 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
![](http://gamuthelp.csba.org/wp-content/uploads/2021/07/image-21.png)
- Once all the necessary information is entered the item can be saved or submitted
![](http://gamuthelp.csba.org/wp-content/uploads/2021/07/image-22.png)
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 Close, Save, or Save and Submit
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