Agenda Center


 





Copy an Agenda

Who can use this feature?

Engage_-_System_Admin.png Engage_-_Slash.png Engage_-_Owner.png Engage_-_Slash.png Engage_-_Publisher.png Engage_-_Slash.png Engage_-_Author.png

 

Overview

This article will show you how to copy an Agenda. This will be particularly helpful when you have a series of agendas that are mostly the same.

Instructions

  1. Navigate to Modules > Content > Agenda Center
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  2. Select the category that contains the Agenda you want to copy
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  3. Select the Agendas tab
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  4. Click Actions next to the desired Agenda
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  5. Select Copy
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  6. Adjust options
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    • Meeting Date: Enter a date for the meeting
    • Override Posted Date and Time: Specify a date and time to override actual publish date and/or time
      • Note: If blank, the actual publish date and/or time will be used. Some state laws may require this not be altered.
    • 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
  7. Modify the agenda fields
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    • 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.
  8. Scroll to the top and select a Saving option
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    • Save: Saves as a draft
    • Save and Publish: Saves, becomes publicly viewable, is not added to the calendar
    • Publish and Add to Calendar: Saves, publicly viewable, added to calendar
  9. If you select a Publish option, a notification window will open; your options to send the notification include:
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    • Comments: Attach a brief description of new agenda
    • Mobile Text/Push Message: Attach a message to the SMS notification (160 character limit)
    • 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
    • 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



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