Agenda Center


 






Add Agenda Item

Who can use this feature?

System_Admin.png  Slash.png  Owner.png  Slash.png  Publisher.png  Slash.png  Author.png

 

 

Overview 

This article will show you how to add an item to an agenda.

 

Important Note

  • It is important to remember that when Adding Agenda Items, the different permission levels (Authors, Publishers, and Owners) will see different controls. For example, Authors will see Add Item but not the Add Agenda button. Add Agenda is only visible at the Publisher level and above. Save and Submit buttons will appear based on the workflow that is selected for that item.
  • Items cannot be added to PDF Agendas

 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    modules_content_agenda_center.jpg

  2. Select the category you would like to add the item to
    select_agenda_center_category_to_add_item_to.jpg

  3. Select Add Item on the right-hand side
    select_add_item.jpg

  4. Fill out the information
    fill_in_agenda_item_name__workflow__and_date.jpgfill_in_agenda_item_description_and_files.jpg
    • Name: Enter the name of the Agenda Item
    • Workflow (optional)Select a workflow for the publishing process
    • Suggested Meeting Date (optional): Enter the suggested meeting date
    • Start Time (optional): Enter the start time of the item
    • Description (optional): Enter a brief description of the item
    • Presenter (optional): Add who is presenting
    • Time Allotted (optional): Select a time allotment
    • Attached Files: Click Upload File(s) to attach a file to your item

  5. Select a saving option at the top of the page
    select_save_changes_or_save_and_submit.jpg
    • Save Changes: Save the changes without adding to live site 
    • Save and Submit: Save changes and submit to be approved (Authors Only)
    • Save and Approve: Save and approve the changes



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