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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.

Agenda Details Overview

  • Updated:

This article is a brief guide on the Agenda page and its editing tools.

 

Instructions

 

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Select the desired agenda
    An example agenda tile in the Meetings module.
  4. View the agenda page to access all editing functions
    All editing functions buttons on the Agenda page.
    • Edit Agenda Settings: Select to edit agenda details
      The Edit Agenda Settings modal with the Settings tab fields visible.
      • Settings Tab:
        • Agenda Name (required): Name of the agenda
        • Linked Event: Event associated with the agenda
        • Meeting Date/Time (required): Auto-fills with the event date and time
        • Cut-Off Date/Time (required): Last date and time users can add items to the agenda
        • Agenda Finalized: Select Yes or No from the dropdown list to indicate if the agenda has been finalized
        • Template: Select a template for your agenda
        • Type of Meeting: Auto-fills with the agenda type
        • Delete: Delete the agenda
          Note: You can retrieve deleted agendas with the Trash Can feature.
        • Agenda Unlocked/Locked: Click the lock or unlock the agenda
      • Numbering Tab (fields not pictured):
        • Meeting Date/Time (required): Auto-fills with the event date and time
        • Cut-Off Date/Time (required): Last date and time users can add items to the agenda
        • Item Style/Format - Levels 1 through 6: Indicate the desired style or format for each agenda level
        • Continuous Numbering: Check this checkbox to use continuous numbering
      • Cancel: Cancel all changes to the agenda settings
      • Save Agenda Settings: Click to save changes to the agenda settings
    • Select: Click to use bulk actions on an agenda
      The Agenda page bulk action options.
      • Copy: Click to copy all selected items
      • Move: Move all selected items to another agenda
      • Note: Click to add notes to all selected items
      • Script: Click to add a script to multiple items
      • Layout: Select to edit the layouts of multiple items
      • Delete: Choose to delete multiple items
    • Reorder: Click to edit the section and item order
      An example agenda section being dragged and dropped in place to reorder.
    • Create: Add new sections or items
      The Create dropdown menu.
    • View: Click to change the agenda view
      The View dropdown menu.

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