Creating item templates allows you the ability to save a preset format of a group of fields so that you will not need to recreate the content for future meetings. This is especially useful for meeting agenda items that generally have the same format every time they are created. Item…
How to Edit an Item Template Click on the Meetings tabClick on Meeting Administration, then Item TemplatesClick on the Pencil for the item temple you need to editMake necessary changesClick Save and Close How to Delete an Item Template Click on the Meetings tabClick on Meeting Administration, then Item TemplatesClick on the Trash Bin for the item temple you need to editClick OK
Fields can be renamed to best fit your organization needs. However, changing the name of certain fields will not change the way the field functions. Follow the steps below on how to rename a field and refer to the chart for a list of fields and their description. How to…