Go to Main Navigation Bar Templates Meeting Templates Add Item
Note: Adding Items to the Meeting Template will be in affect when a new meeting is created.
Items can easily be added to an agenda structure via Meeting Template from the Main Navigation Bar. Ensure that the meeting template is selected, and click Add Item.
To add a Category (parent agenda item) or Item (child agenda item) to the structure, simply complete the mandatory fields on the form:
- Title: the Title of the Item you wish to add, up to a maximum of 255 characters.
- Parent: Selecting None for a new Category or Section. For example, Consent Items. Alternatively, if you wish to add an Item to Consent Items, you would choose Consent Items under the Parent field.
- Place Item After: Choose which existing Category or Item should this new agenda item be place after. Using the example above, if your template has Reports as Category #6, and Delegations as Category #7, but you wish to add a Category in between the two, choose Reports (Category #6) so the new Category is created after the Reports Category, but before Delegations.
- Click Create.
If the Public Comments module is enabled, uncheck the Allow Public Comments checkbox and Enable Public Comments to sub-items checkbox to limit which items the Public can submit a comment towards.
If using Document Manager, deselect Allow report submission, if you do not want Contributors (Report Writers) to submit Reports to the new Category.
When adding items, scrolling down this flyout will allow Administrators to add additional information like Special Action, initiating new Roll Call before the item, Page Breaks, etc.
Related Articles:
- Adding Items to the Agenda Template – Field Explanation
- Special Actions – Field Explanation
- Updating Agenda Template Items
- Deleting Agenda Template Items
- Reordering Agenda Template Items
Comments
0 comments
Article is closed for comments.