Adding Goals to an Agenda Item

You can add goals from your strategic plan to your agenda item(s). Follow the steps below on how to add these items to new or existing agenda items.

Note: In order to attach goals to your agenda item(s), you will need to link a strategic plan to the meeting. Follow the steps here on how to link a strategic to a new or existing meeting.

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How to Add a Goal to a New Agenda Item

1. Click to add a new agenda item
2. Include the Goals field when selecting fields to display
3. Click Save & Add Content
4. Go to the Goals section
   
5. Depending on the what level of your strategic plan that you want to link to your item, expand your sections to locate the item
   
6. Click the check box next to the item to link to your plan
7. Click Save and Close when finished

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How to Add a Goal to an Existing Agenda Item

1. Click edit icon on agenda item
2. Go to the Goals section
   Note: If the Goals field needs to be added, follow the steps here on how to add fields to an item
   
3. Depending on the policy that you want to link to your item, expand your sections to locate the item
4. Click the check box next to the item to link to your plan
5. Click Save and Close when finished