Agenda Center


 





Add a New Agenda

Who can use this feature?

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

Note: Publishers can only Save or Save and Submit, cannot Publish.


Overview

This article will show you how to add a new agenda. 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    modules_content_agenda_center.png
  2. Select the desired category
    AgendaCenter_Categories.png
  3. Click Add Agenda
    AgendaCenter_AddAgenda.png
    • Note: You must create items before you create your agenda.
  4. Select options
    AgendaCenter_MainOptions.png
    • Meeting Date: Enter a date for the meeting
    • Upload an agenda: Select if you want to upload a pre-existing agenda from your computer
    • Description: Provide a brief description
    • Link to Media (optional): Paste a link to external or Media Center media
      • Open in new window: Select to open the link in a new window
    • Media Type: Indicate whether the media is Video or Audio
  5. Click Save and Publish in the top-right corner
    SaveandPublish.png
  6. A notification window will open; your options to send the notification include
    Notification_Prompt_Agenda.png
    • Comments: Attach a brief description of new agenda
    • Mobile Text/Push Message: Attach a message to the SMS notification
    • Include link to item: Provides a link to the item within the SMS message for a user to select via their mobile device.
    • Send
      • On Meeting Date: Sends the agenda on the meeting date previously set
      • Immediately: Sends the agenda immediately
      • X Number of Days in Advance: Enter the number of days prior to the meeting date to send the agenda
    • Include New or Modified status in email subject: Select this box to include the agenda's status in email notifications
    • Select Send, Don’t Send, or Cancel: The notification will then send accordingly to those who have signed up in Notify Me for the selected Agenda category
  7. Click back into the agenda you just made by selecting Actions > Modify
    modify_the_agenda.png
  8. Modify the agenda settings
    AgendaCenter_Settings.png
    • Header and Footer: Edit or review the default header and footer
    • Approved and Default Items: Drag-and-drop items into the agenda
      • Indent items from the previous item to become a sub-item of the previous item on the agenda and numbered accordingly.
      • To change an item’s location on the agenda workbench, click on the item and drag and drop it to the new location. The item will then be renumbered accordingly.
      • To remove an item from the agenda, click the item and drag it back to the Approved or Default Items section.
  9. Select Save
    save_the_agenda.png
  10. Select if you would like the agenda to show as amended or not
    amended_agenda.png



I'd Like to Request an Enhancement

0 out of 0 found this helpful

Updated:
Follow

Article Feedback