Agenda Center


 






Create a Default Item

Who can use this feature?

system_admin.png Slash.png Owner.png

 

 

Overview

Items that you use frequently in Agendas can be pre-setup so that you can easily add them to an agenda. 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    modules_content_agenda_center.jpg
  2. Select the category you would like to add the default item to
    select_a_category_to_add_default_item_to.jpg
  3. Select Add Default Item on the right-hand side
    select_add_default_item.jpg
  4. Fill in fields
    fill_in_default_item_name_and_start_time.jpgfill_in_default_item_description_and_files.jpg
    • Name (required): Name of the item
    • Start Time: Enter a desired start time for the item
    • Description: Enter a brief description of the item
    • Attach Files: Click Upload File(s) to upload files from your computer
      1. Drag-and-drop files to the Upload box
        drag_and_drop_files_into_the_agenda_center_upload_box.jpg
      2. Click Continue
        select_continue_to_upload_agenda_center_file.jpg
      3. Select Convert All to PDF to transform all your files to PDF files
        select_convert_all_to_pdf_to_transform_all_files_to_pdf_files.jpg
  5. Select Save Changes or Save and Approve at the top of the page
    select_save_changes_or_save_and_approve.jpg

Note: The Default Agenda Item will now be available to add to any agenda without having to re-enter the item each time you create an agenda. 




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