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Manage Default Items

Hailey McClellan
  • Updated

 

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. 

 

Instructions

Adding or Editing Available Default Items

 

  1. Navigate to User menu > Settings 
    navigate to user settings
  2. Select Meetings 
    Meetings
  3. Select Default Items 
    Default Items
  4. Click New Default Item to start a new item or click the Edit button to modify an existing item 
    New Default Item and edit
  5. Fill in the Details 
    Details 
    • Name: Enter a unique name that will be used in the Settings to reference this default item 
    • Item Category: Select the Item Category that this item will use by default 
    • Department: Select the Department that this item will use by default 
    • Do Not Auto-generate Item Report: Check this box if you want this time to ignore a meetings Type's auto-generation rules 
    • Item name: Enter the name of the item as you would expect it to show on your agenda 
    • Item Design: Select a 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 a 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. 
  6. Click Save Changes 
    Save Details or Changes
    Note: Changes to Default Items are only effective on new meetings 

 

Modifying the Default Items for a Meeting Type

 

  1. Navigate to User Menu > Settings
    Nav to User Settings 
  2. Select Meetings 
    Select Meetings
  3. Select Meeting Types 
    Select Meeting TYpe
  4. Click the Default Items button for the desired Meeting Type 
    Default Items icon
  5. 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
    Drag and drop
    Note: The Meeting Type must have at least one Section associated with it in order to assign a Default Item 
    Note: A default Item can be used multiple times for a single Meeting Type 
  6. Click Save Changes 
    Save Changes
    Note: Changes to Default Items are only effective on new meetings 

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