This Get Started Guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your agendas and meetings with Agenda and Meeting Management Select (formerly CivicClerk).
Important Note
The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.
Article Navigation
- Log In
- System Basics
- Add and Manage Agendas
- Add and Manage Items
- Add and Manage Events
- Add and Manage Videos
- Add and Manage Minutes
- Board Portal
- Public Portal
- Analytics
- Boards and Committees Module
- Additional Features
- User and Global Settings
- Meetings Settings
- Events and Public Portal Settings
- Templates
- Support
Not finding what you are looking for? View additional resources
Log In
System Basics
- User Menu Options
- Navigate Card View
- Use the Dashboard Homepage Filters
- Use the Search Function
- Use the Agenda Filters
- Use the Event Filters
- Trash Can
Add and Manage Agendas
- Agendas Walkthrough
- Agenda Details Overview
- Create and Link an Agenda
- Save and Add New Agendas
- Upload an Agenda and Agenda Files
- Use Bulk Actions on an Agenda
- Add a Section
- Select a Section Layout
- Edit Section and Item Order
- Lock and Unlock an Agenda
- Delete an Agenda
- Generate the Agenda and Agenda Packet
- Email Agenda Files
- Delete an Agenda File
- Publish Files to the Public Portal
- Publish Files to the Board Portal
- Send Files to Dropbox
- Assign Tasks
- Change a Linked Event
- View All Attachments on an Agenda
- Agenda Timeline
- Find a Missing Agenda
Add and Manage Items
- Create or Add an Agenda Item
- Edit an Item
- Copy an Item
- Move an Item
- Tag an Item
- Add Attachments to Agenda Items
- Re-order Attachments for an Agenda Item
- Message Within Item Comments
- Bulk Add Notes
- Edit the Script of an Agenda Item
- Select an Item Layout
- View Item History
- Lock and Unlock an Item
- Delete an Item
- Use Resolution and Ordinance Numbering
- Create an Item Report
- Edit an Item Report
- Start Approvals
- Approval Actions
- Add an Approval
- Reorder Approvals
- Track Changes/Versions
Add and Manage Events
- Create a One-Time Event
- Create a Recurring Event
- Edit an Event Summary
- Edit Event Details
- Publish an Event to the Public Portal
- Delete a Single Event
- Closed Captioning, Transcription, and Translation Overview
- Use Caption, Transcription, and Translation Services on Events
Add and Manage Videos
General
- Set an Event to Live
- Turn Multi-Stream On or Off
- Upload a Video for On-Demand Viewing
- Download Event Media
Streaming
- Video Streaming Process
- Video Streaming Equipment
- Stream Quality Configuration
- Pause a Live Stream
- Auto-Set an Event to 'Live' or Auto-End a Live Event
- Add Video Timestamps On Demand
- Edit, Reorder, and Delete Video Timestamps
- Generate an Embed Code for a CivicPlus Media Live Stream
CivicPlus Media
- CivicPlus Media Video Format
- Stream Zoom Meetings to CivicPlus Media
- Stream to CivicPlus Media and YouTube Live
- Stream Webex Meetings to CivicPlus Media
Add and Manage Minutes
Board Portal
User Settings
- Create a New Board Portal User
- Create a New Board View User
- Enable and Assign Chair View in the Board Portal
Meeting Actions
- Sign In to the Board Portal
- Board Portal Overview
- Join a Meeting
- Navigate an Agenda
- Add Agenda Notes
- View Agenda Notes
- Annotate Documents
- Request Speaking Rights
- Electronic Voting Overview
- Vote on a Motion
- Board Portal Manual Voting Overview
- View Minutes
- View Media
Public Portal
Analytics
Boards and Committees Module
Settings
Dashboard
Boards
- Add and Manage Board Attachments
- Add and Manage Board Roster Members
- Add and Manage Boards
- Add and Manage Meetings
- Send an Email to a Board
People
Additional Features
Formatting
User and Global Settings
General
Departments
Users
- Create a New User from a Blank Template
- Create a New User from a Copy of an Existing User
- Edit User Details
- Edit User Access
- Remove User Access
- Manage Backup Approvers
Teams
Boards
Tags
Integrations
- OneDrive Integration
- Online Code Hosting Send to Code Integration
- Web Central Integrated Search Integration
- Web Central Calendar Sync Integration
Meetings Settings
General
- Configure Resolution and Ordinance Numbering
- Configure Display Settings on Agendas and Minutes Summaries
- Set the Default Landing Page After Item Creation
- Manage Bookmarks for Item Files
- Manage Meeting Type Subscription Lists
- Manage Meetings Security Profiles
- Add and Manage Confidential Attachments Groups
Meetings
- Manage Meeting Types
- Manage Agenda Custom Data
- Manage Agenda Fiscal Data
- Manage Default Text
- Manage Default Items
- Manage Auto-Creation of Item Reports
- Manage Item Categories
- Create and Manage Motion Actions
- Manage Recommended Actions
Designs
Snippets
Events and Public Portal Settings
Portal Settings
- Activate Public Portal Comments
- Manage Public Portal Customizations
- Embed or Link to the New Public Portal
Templates
- Edit Email Notification Templates
- Create and Manage Approval Templates
- Create and Manage Event Templates
- Edit Email Notification Templates
Support
- Contact Support
- Use Live Chat
- View Your Support Tickets
- Browser and Device Support
- Frequently Asked Questions
- CivicPlus Accessibility Statement
- Select Accessibility Conformance Report
Resources
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