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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.

Navigate Card View

  • Updated:

This article will show you how to use the Meetings module's Card View.

 

Instructions

 

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Click the Card View tab to view agendas as separate cards
    The Card View tab, which appears above the agenda filter options.
    Note: The default Meetings module view is Card View.
  4. Use the Agenda Filters to filter the agendas by timeframe and meeting type
    The Show and For agenda filter options.
  5. Click the New Agenda button to add a new agenda
    The green, rectangular New Agenda button below the User Menu.
  6. View meeting details on each agenda card
    An example agenda card.
    • Agenda Name: Name of your agenda (such as City Council Legislative Session)
    • Agenda Type: Type of agenda (such as City Council Work Session)
    • Agenda Date/Time: Date/Time of the meeting associated with this agenda
    • Agenda: Agenda Files associated with this agenda
    • Agenda Packet: Agenda Packet Files associated with this agenda
    • Minutes: Minutes Files associated with this agenda
    • Cut-Off In: How many days until users will no longer be able to edit this agenda
    • Meeting In: How many days until the meeting associated with this agenda
    Note: The presence of a Public or Board tag next to the Agenda, Agenda Packet, and Minutes fields indicates that the document has been published to the Public Portal, Board Portal, or both.
  7. Click any part of an agenda card to be taken to the Agenda page where you can view the entire agenda or edit an agenda item
    An example Agenda page.

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