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Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Set the Default Landing Page After Item Creation

  • Updated:

Once you create a new item, the system will automatically take you to one of five different pages that contain specific details about that item. These pages are Item Fields, Item Files, Item Tasks, Item Approvals, and Item Timeline. This article will guide you on how to choose the default landing page you want to be directed to after creating a new item.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Meeting Types tile
    The Meeting Types tile with a file folder and paper icon on the Meetings page.
  5. Click the Edit tool (purple pencil icon) to the right of the meeting type you would like to change the default item creation landing page for
    The Edit button to the right of an example meeting type.
  6. Scroll down to the Item Options section
    The Item Options section on the Default Settings page.
  7. Select the desired landing page under the Initial Item Default Page header
    Initial Item Default Page options.
    • Item Fields: Be directed to the item's Item Fields page after item creation
    • Item Files: Be directed to the item's Item Files page after item creation
    • Item Tasks: Be directed to the item's Item Tasks page after item creation
    • Item Approvals: Be directed to the item's Item Approvals page after item creation
    • Item Timeline: Be directed to the item's Item Timeline page after item creation
  8. Click the Save Changes button to save your changes and stay on the Default Settings page, or click the Save and Exit button to save your changes and return to the Meeting Types page
    A green rectangular Save Changes button and a blue, rectangular Save and Exit button in the top-right corner of the screen.
  9. The default landing page has been set

 

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