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
   
   
2. Select the category that contains the Agenda you want to copy
   
3. Select the Agendas tab
   
4. Click Actions next to the desired Agenda
   
5. Select Copy
   
   
6. Adjust options
   
   
   • 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
7. Modify the agenda fields
   
   
   • 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
   
   
   • 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:
   
   
   • 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
   • Include New or Modified status in email subject: Select this box to include the agenda's status in email notifications
   • 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