Manage Default Items

To assist in the creation of routine agenda content, you can set up Default Items that will automatically populate on new agendas. Default Items are configured by Meeting Type to ensure that the right content appears based on the specific needs of the meeting.

Important Notes

• To manage these settings, a user must have the Has Access to Meetings Site Settings permission in their User Profile.
• When a meeting is created, the Agenda Creator will be listed as the Item Creator for all Default Items.
• Best Practice Recommendation: Custom Designs should only be used when the design of your Default Item will vary drastically from the available designs. Selecting a pre-existing Item Design will ensure that future updates to that design will apply to your Default Items, keeping your agenda content consistent in design.

Add or Edit Available Default Items

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Default Items tile
   
5. Click the New Default Item button to create a new item, or click the Edit button (purple pencil icon) to the right of an item name to modify an existing default item
   
6. Fill in the Details fields
   
   • Name: Enter or edit the unique name that will be used in the Settings to reference this default item
   • Item Category: Select or update the Item Category that this item will use, by default
   • Department: Select or update the Department that this item will use, by default
   • Do Not Auto-generate Item Report: Check this checkbox if you want this item to ignore a meeting type's auto-generation rules
   • Item name: Enter or edit the name of the item as you would expect it to show on your agenda
   • Item Design: Select or edit the pre-existing item design that this item will use by default
     
     Note: If you wish to use a pre-existing design from this list, ensure you do not enter any content into the Custom Design field.
   • Custom Design: Enter or edit the custom design that this item will use by default
     
     Note: If the Custom Design field contains any content (including a single space), then it will be used instead of a selected Item Design.
7. Click the Save Changes button
   
   
   Note: Changes to default items are only effective on new meetings.
8. The default item has been saved

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Delete a Default Item

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Click the Default Items tile
   
5. Click the Delete button (red trash can icon) to the right of an item name to delete an existing default item
   
6. Click the Delete Default Items button on the Delete Default Items popup that appears to confirm the deletion
   
7. The default item has been deleted

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Modify the Default Items for a Meeting Type

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the Meetings tile
   
4. Select Meeting Types
   
5. Click the Default Items button (purple documents icon) for the desired meeting type
   
6. Drag and drop default items from left to right to assign them to a section or from right to left to remove them from a section
   
   
   Notes:

   • The meeting type must have at least one section associated with it to assign a default item.
   • A default item can be used multiple times for a single meeting type.
7. Click the Save Changes button
   
   
   Note: Changes to default items are only effective on new meetings.
8. The meeting type's default items have been updated

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Resources

• Manage Default Sections
• Manage Default Text

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