How to Add a Top Level Item
- Navigate to meeting agenda
- Click on + sign next to word Agenda
- Enter item title
- Click Next
- Choose if you want to use an item template or select to choose fields
- Click Save and Add Content
NOTE: After clicking on Save and Add Content, you will view the agenda item in edit mode where you can add content, mark an item ready for meeting, or assign the item to user.
How to Add a Sub Level Item
- Navigate to meeting agenda
- Hover over top-level item that the item will be added to
- Click on + sign
- Enter item title
Note: Top level item(s) title will display when entering sub-level items. You will be able to verify that the sub item is being added to the correct level. - Click Next
- Choose if you want to use an item template or select to choose fields
- Click Save and Add Content
NOTE: After clicking on Save and Add Content, you will view the agenda item in edit mode where you can add content, mark an item ready for meeting, or assign the item to user.
Was this article helpful?
YesNo