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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 As a result, the images presented may appear outdated.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.

Manage Default Sections

  • Updated:

To assist in the creation of routine agenda content, you can set up default sections that will automatically populate on new agendas.

 

Important Note

To manage these settings, a user must have the Has Access to Meetings Site Settings permission in their User Profile.

 

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Add a Default Section

 

  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 Sections tile
    The Sections tile with a three-squares icon on the Meetings Settings page.
  5. Click the New Section button to create a new section
    A white, rectangular New Section button above the existing sections list.
  6. Fill in the Create Agenda Section fields
    The Create Agenda Section modal with multiple section fields.
    • Section Type (required): Enter a name for the section
    • Section Content Template: Select a content template to apply to this section, if desired
    • Level 2 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Level 3 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Minutes Section Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Section Type Text: Enter default text for this section, if applicable and desired
    • Notes: Enter any notes about this section, if desired
  7. Click the Add New Section button
    A green, rectangular Add New Section button with a checkmark icon in the bottom-right corner of the Create Agenda Section modal.
    Note: Changes to default sections are only effective on new meetings.
  8. The section has been created

 

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Edit a Default Section

 

  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 Sections tile
    The Sections tile with a three-square icon on the Meetings Settings page.
  5. Click the Edit button (purple pencil icon) next to a section to modify an existing section
    The Edit button to the right of an example section.
  6. Fill in the Edit Agenda Section fields
    The Edit Agenda Section modal with multiple section fields.
    • Section Type (required): Edit the name of the section, if desired
    • Section Content Template: Select or update the content template to apply to this section, if desired
    • Level 2 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Level 3 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Minutes Section Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected
    • Section Type Text: Enter or edit the default text for this section, if applicable and desired
    • Notes: Enter or edit any notes about this section
  7. Click the Save Changes button
    A green, rectangular Save Changes button with a checkmark icon in the bottom-right corner of the Edit Agenda Section modal.
    Note: Changes to default sections are only effective on new meetings.
  8. The section has been updated

 

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Delete a Default Section

 

  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 Sections tile
    The Sections tile with a three-square icon on the Meetings Settings page.
  5. Click the Delete button (red trash can icon) next to the section you wish to delete
    The Delete button to the right of an example section within the existing sections list.
  6. Click the Delete Sections button on the Delete Sections popup that appears to confirm the deletion
    A red, rectangular Delete Sections button on a Delete Section popup.
    Note: Changes to default sections are only effective on new meetings.
  7. The section has been deleted

 

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Modify the Default Sections for a Meeting Type

 

  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 icon on the Meetings Settings page.
  5. Click the Edit button (purple pencil icon) for the desired meeting type
    An example Edit button under the Actions column.
  6. Click the View dropdown menu and select the Sections option
    The View dropdown menu on the Default Settings page with the Sections option highlighted.
  7. Check or uncheck the checkboxes next to a Section name to indicate if it should be available for the given meeting type
    A vertical row of Sections checkboxes that can be checked or unchecked as desired.
  8. Click the Save Changes button to save your changes and remain on the Sections page
    A green, rectangular Save Changes button in the top right-hand corner of the Sections screen.
  9. Click the Reorder Sections button to change the order in which sections appear on agendas for this meeting type if desired
    A white, rectangular Reorder Sections button to the right of the View dropdown menu.
  10. Drag and drop sections into the desired order as necessary
    An example default section being dragged and dropped from one place to another in the Reorder Sections list.
  11. Click the Save Changes button to save your new section order and return to the Sections page
    The green, rectangular Save Changes button in the top right-hand corner of the Reorder Sections screen.
  12. Click the Save Changes button to save all changes and remain on the Sections page, or click the Save and Exit button to save all changes and return to the Meetings Types page
    The green, rectangular Save Changes and blue, rectangular Save and Exit buttons in the top right-hand corner of the Sections screen.
  13. The meeting type's default sections have been updated

 

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