Create or Add 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 to add the item to
   
3. Select Create and choose Item from the drop-down list
   
   
   Note: You can also add items by selecting Create Item in the Quick Add Menu.
   
4. Fill in the item fields
   
   
   • Select Agenda: This field will auto-fill with the agenda you are currently viewing
   • Sections and Items: 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 (the system will automatically assign the next available Item ID)
   Note: The Create Item interface will initially appear differently if you navigated 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.
   
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 the added 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