Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

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.

Comments

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

0 comments

Please sign in to leave a comment.