Overview

This article will show you how to create an Agenda Item.

Instructions

1. Navigate to the Meetings Module
   
   
   
2. Select the Agenda you would like the item in
   
   
   
3. Select Create and choose Item from the drop-down list
   
   
   • Note: You can also create items by selecting Create Item from the Quick Add Menu
     
     
     
4. Fill in Agenda and Item information 
   
   
   • Select Agenda: Will auto-fill with the agenda you are currently viewing
   • Select Section or Item: Select the section or item to categorize this item under
   • Item Name: Enter your item's name
   • Item Category: Select a category for your item
   • Item Department: Select the department the item affects
   • Item Number: Select the ID number you would like to use. The system automatically assigns the next available
     
     
5. Select Create Item to save the item and automatically go to Item View to edit your item
   
   
   • Note: Select Create and Add New to save this item and automatically start working on additional items
     
     
6. Edit your item as desired or select Agenda to go back and view your new item in the agenda
   
   
   
7. Your new Item will now appear in the agenda