Create an Agenda Item

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 on
   
3. Select Create and choose Item from the drop-down list
   
   
   Note: You can also create items by selecting Create Item in the Quick Add Menu.
   
4. Fill in the item fields
   
   
   • Select Agenda: Will auto-fill with the agenda you are currently viewing
   • Sections and Items: Select the section or item to categorize this item under
   • Agenda Item Name: Enter your item's name
   • Item Category: Select a category for your item
   • Department: Choose the department the item affects
   • Item ID: Select the ID number you would like to use
     
     Note: The system automatically assigns the next available Item ID.
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 on the agenda
   
7. Your new Item will now appear on the agenda