Adding, Reordering & Deleting Meeting Template Items

Geeta Nagpal
Geeta Nagpal
  • Updated

Adding Agenda Items

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.

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To add a Category (parent agenda item) or Item (child agenda item) to the structure, simply complete the mandatory fields on the form:

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  1. Title: the Title of the Item you wish to add, up to a maximum of 255 characters.
  2. 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.
  3. 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.
  4. Click Create.

Reordering Meeting Template Items

To reorder the agenda structure, ensure that the meeting type is selected, and click the Reorder button. 

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Select the drag icon on a specific agenda item. Drag and drop where you want the agenda item to go to.  

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Once you finalize the order and click the Save button to save changes.

 

Deleting Meeting Template Items

To delete items from an agenda structure, ensure that the meeting type is selected, click on the Options Menu and click the Delete Item button. 

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