Manage Item Categories

To assist with the organization and delineation of responsibilities related to agenda content every Item can be assigned an Item Category. This category can be purely informational, simply describing the type of item, or it can be used to trigger agenda functionality, such as automatic approval routing.

Important Notes

• To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.
• An Item Category alone has little functionality. Assign the Item Category to a Meeting Type to activate category-connected functionality. This allows the category to be used when creating new items or from the Item Fields page of a specific item.

Add an Item Category

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Data Source Options
   
4. Click New Item Category
   
5. Fill in the Category fields
   
   
   • Category: Enter a name that will be used throughout your site to reference this category
   • Approval Template: If you would like the use of this category to trigger an approval routing select the desired template
     
     Note: This is an optional selection that should only be completed if you desire to use category-level approval routings.
   • Notes: Enter optional helper text that is visible when working with categories within Settings
6. Click Add New Category
   

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Edit an Item Category

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Data Source Options
   
4. Click Edit (purple pencil icon) next to the existing agenda item category that you wish to modify
   
5. Edit the Category fields as desired
   
   
   • Category: This name will be used throughout your site to reference this category
   • Approval Template: If you would like the use of this category to trigger an approval routing, select the desired template
     
     Note: This optional selection should only be completed if you desire to use category-level approval routings.
   • Notes: This optional helper text is visible when working with categories within Settings
6. Click Save Changes
   

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Modify the Item Categories for a Meeting Type

1. Navigate to User Menu > Settings
   
2. Select Meetings
   
3. Select Meeting Types
   
4. Click Edit (purple pencil icon) next to the desired Meeting Type
   
5. From the View menu, select Options
   
6. Check or uncheck the desired options available under the Categories section
   
   
   Notes:

   • This list displays the name of all available categories and any notes that have been saved to each, which allows you to quickly differentiate between two categories that share similar names.
   • When creating/editing items for this Meeting Type users will only be able to select Item Categories that are checked within this list.
7. Click Save Changes
   
   
   Note: Changes to Item Categories are available the next time you visit the Create Item pop-up or the Item Fields page.

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