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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Agenda Items

  • Updated:

This article will show you how to create, edit, and delete Agenda Items.

 

Important Note

Although you cannot view deleted items in your agenda, items can be restored within 30 days using the Trash Can feature on your Settings page.
 

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Add an Item

 

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda you wish to add an item to
    An example agenda tile in the Meetings module.
  4. Navigate to the Create menu and select the Item option from the dropdown list
    create menu item
    The Agenda Outline Create menu with the Item option highlighted.
    Note: You can also add items by selecting Create Item in the Quick Add Menu.
    The Dashboard Quick Add menu with the Create Item option highlighted.
  5. Fill in the Create Item fields
    The Create Item modal information fields.
    • Select Agenda (required): This field will autofill with the agenda you are currently viewing
    • Sections and Items (required): Select the section or item you wish to add this item under
    • Agenda Item Name: Add a name for the item
    • Item Category: Select a category for the item
    • Department: Choose the department the item affects
    • Item ID: Select the ID number you would like to use for the item if desired (the system will automatically assign the next available Item ID)
    • Attachment Upload: Drag and drop an item attachment file onto the Upload field, or click the Upload field and select a file from your computer's File Explorer as desired
    • Confidential: If you have uploaded an attachment to the item, set its confidentiality as desired
    • Show Link on Public Portal: Click Yes or No to indicate whether a link to the item should appear on the Public Portal
    • Attachment Names (not pictured): If you have uploaded an attachment to the item, update the Attachment Name as desired
    Note: The Create Item modal will initially appear differently if you navigate to it from the Quick Add Menu. However, once you have selected a specific agenda or meeting type for the item, the Create Item interface will update to appear as it does in the screenshot above.
    The Create Item modal information fields as they appear when navigated to from the Quick Add menu
  6. Click the Create Item button to save the item and navigate to your default landing page after item creation
    The green, rectangular Create Item button in the lower-right corner of the Create Item modal.
    Note: You can also click the Create and Add New button to save this item and automatically start working on an additional item.
    The blue, rectangular Create and Add new button in the lower-right corner of the Create Item modal.
  7. The new item will now appear on the agenda
    The new item within the Agenda Outline.
  8. Edit the item to configure additional item details

 

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Edit an Item

 

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda the item is currently on
    An example agenda tile in the Meetings module.
  4. Select the item you wish to edit
    An example agenda item on the Agenda Outline page.
  5. Navigate to the Information section and edit the Information fields as desired
    The Information section and fields.
    • Agenda Item Name (required): Edit the name of the agenda item
    • Short Name: If desired, shorten the name of the agenda
    • Item ID: Modify the identification of the item
    • Resolution/Ordinance Numbering: Select an option to apply a resolution or ordinance number
      • Select Resolution: Add a resolution number to the item
      • Select Ordinance: Add an ordinance number to the item
  6. Navigate to the Details section and configure the Details fields
    The Details section and fields.
    • Item Category: Select the category your item is in
    • Item Description: Add a description of the item
    • Official Body: Select an option for the body from the dropdown list
    • Department: Choose the department responsible for the item from the dropdown list
    • Presenter: Select a presenter from the dropdown list
    • Sponsors: Pick a sponsor of the item from the dropdown list
    • Recommended Actions: Select a recommended action, if desired
    • Alternative Actions: Add any alternative actions
  7. Navigate to the Other Details section and configure the Other Details fields
    The Other Details section and fields.
  8. Navigate to the Fiscal Information section and configure the Fiscal Information fields
    The Fiscal Information section and fields.
    • New Fiscal Item: Create a fiscal item
    • Fiscal Impact Summary: Add a fiscal impact summary for the item
  9. Click the Save Item button to save all changes
    The green, rectangular Save Item button to the right of the View menu.
  10. The item has been edited

 

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Delete an Item

 

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda with the item you wish to delete
    An example agenda tile in the Meetings module.
  4. Select the item you wish to delete
    An example agenda item on the Agenda Outline page.
  5. Navigate to the Actions menu and select the Delete option from the dropdown list
    The Item Actions menu, which appears to the right of the View menu, with the Delete option highlighted.
  6. Click the Delete button to confirm the deletion
    The red, rectangular Delete button in the lower-right corner of the Delete modal.
  7. The item will no longer appear in your agenda, but it can be recovered using the Trash Can feature

 

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Resources

 

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