Skip to main content

Search

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.

Move an Item

  • Updated:

The Move feature allows you to remove an item from one agenda and move it to another. If you need to copy an item, use the Copy feature.

 

 

Important Notes

  • Moving a section/item will automatically move all sub-items as well.
  • The Move Item feature can only be used to move an item to a meeting that has not yet taken place. To move an item to a meeting in the past, you will need to temporarily change the event date to a date in the future, move the item, and then change the event date back.

 

Instructions

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The left-hand navigation menu with the Meetings module highlighted.
  3. Select the agenda that currently holds the item you wish to move
    An example agenda tile in the Meetings module.
  4. Select the desired agenda item
    An example agenda item.
  5. Click the Actions menu and select the Move option from the drop-down list
    The Actions drop-down menu with the Move option highlighted.
  6. Fill in the information fields
    The information fields in the Move dialog box.
    • Select Agenda: Choose an agenda to move the item to
    • Move Options: Choose to Regenerate Item Reports and/or Update the Item Layout
    • Message: Add a message or comment for the move
    • Item: If desired, rename the item
    • Move To: Choose a section or item in the selected agenda to move the item to
  7. Click the Move Items button
    A green, rectangular Move Items button in the lower-right corner of the Move dialog box.
  8. A green Success! notification will appear at the top of the page, and the meeting and agenda name will change to reflect the item's new location
    A green, rectangular Success notification pop-up message above the Item fields.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.