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Lindsey Harmon

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Activity overview

Latest activity by Lindsey Harmon
  • Lindsey Harmon created an article,

    Manage Default Sections

    To assist in the creation of routine agenda content, you can set up default sections that will automatically populate on new agendas.   Important Note To manage these settings, a user must have the...

  • Lindsey Harmon created an article,

    Set the Default Landing Page After Item Creation

    Once you create a new item, the system will automatically take you to one of five different pages that contain specific details about that item. These pages are Item Fields, Item Files, Item Tasks,...

  • Lindsey Harmon created an article,

    Create & Manage Task Snippets

    Task snippets can be used to quickly create the description for a Task. This article will show you how to create, edit, and delete a task snippet.     Article Navigation Create a Task Snippet Ed...

  • Lindsey Harmon created an article,

    Create & Manage Event Templates

    Event templates save you time by enabling you to easily pre-configure the details of recurring meetings. This article will guide you through how to create, edit, and delete event templates.     Im...

  • Lindsey Harmon created an article,

    Create & Manage Approval Templates

    Approval templates allow you to automate your approval workflow and enable users to easily make modifications to items or supporting documents. This article will show you how to create, edit, and d...

  • Lindsey Harmon commented,

    Hi Beth Walls. Thank you for your questions!   To change the text that appears in a custom data field for all meetings of a particular meeting type by default, you will want to click the Default Te...

  • Lindsey Harmon commented,

    Thank you for this very helpful feedback, Stephen! We will work on clarifying and being more specific with our descriptions going forward.

  • Lindsey Harmon created an article,

    Vote on a Motion in the Board Portal

    This article will show Board members how to vote on a motion in the Board Portal during a meeting.   Important Note Electronic Voting is an add-on feature that is only available as part of our Live...

  • Lindsey Harmon created an article,

    View Media in the Board Portal

    This article will show you how to view media in the Board Portal.   Important Note Media for a given meeting will only appear in the Board Portal if your organization has CivicPlus Media and if a v...

  • Lindsey Harmon created an article,

    View Minutes in the Board Portal

    This article will show you how to view minutes in the Board Portal.   Important Note Minutes for a given meeting will only appear in the Board Portal if the associated minutes have been manually pu...