Agenda Center


Build New Agenda


  1. Navigate to Modules > Content > Agenda Center
  2. Select the category you would like to add an agenda to in the categories section on the right side of the screen
  3. Ensure items are created 
  4. Select Add Agenda
  5. Enter Meeting Date
  6. In Description enter agenda or meeting description
  7. If you have uploaded a video online either in the Media Center, YouTube etc. that you wish to use, paste the link in the Link to Media field.
  8. To edit or review the Default Header, select Header in the agenda workbench to open the header text box. Make the appropriate edits then click the Header bar again to hide the edit box and save the changes.
  9. To add Approved Items, drag the item to the location you wish it to appear in the Header section. The item will then drop into that location on the agenda.
    • Items placed indented from the previous item will then become a sub-item of the previous item on the agenda and numbered accordingly.
    • To change an item’s location on the agenda workbench, click on the item and drag and drop it to the new location. The item will then be renumbered accordingly.
    • To remove an item from the agenda, click the item and drag it back to the Approved or Default Items section.
  10. To see if the published version of the agenda will appear correctly, select Save and Preview. This will also create a draft version of the agenda that can be edited at any time.
    • Note: This will only appear if the agenda item is unpublished.
  11. Save Options:
    • Save: will save the agenda as a draft and close
    • Save and Publish: will save the agenda and publish to the public side of your site 
    • Save and Submit: will save and submit to be approved 
  12. When an agenda is published, a notification window will open to notify the public a new agenda item is posted. Your options to send the notification include:
    • Send On Meeting Date: will send the agenda on the meeting date previously set
    • Send Immediately: will send the agenda immediately
    • Send the notification X Number of Days in Advance: will send the agenda on a specified day before the meeting
      • Enter the number of days prior to meeting date into the Days in Advance of Meeting Date textbox. 
    • Set your desired setting for Include New or Modified status in email subject
      • Note: By default, this option is checked
    • Select Send, Don’t Send, or Cancel. The notification will then send accordingly to those who have signed up in Notify Me for the selected Agenda category.

I'd Like to Request an Enhancement

0 out of 0 found this helpful