Staff User Guide

This Staff User Guide will provide links to articles with instructions on how to complete common user tasks in our Agenda and Meeting Management Essential solution.

Important Note

For a more comprehensive guide to the system, view the Help Center Resource Guide which includes links to helpful resources for staff and administrator users.

Login and Initial User Setup

Learn how to log in to the system, adjust your browser to optimize your user experience, and navigate the user interface.

• Sign in to Agenda and Meeting Management Essential

• First-Time User Browser Setup

• Screen Navigation Basics

Note:

If this is your first time signing in after the transition to CivicPlus Authentication/CivicPlus Single Sign-On, see User Guide | First-Time Authentication Sign In for more information.

Create New Agenda Items

Learn how to create new agenda items from scratch or with a staff report or agenda item report template.

• Add an Agenda Item

• Add an Agenda Item Using a Staff Report/Agenda Item Report Template

• Add an Agenda Item from the Build Tab

Note:

For a visual walkthrough of the agenda creation process, view our Add Agenda Items video.

Find and View Agenda Items

Learn how to find and explore existing agenda items.

• Find an Agenda Item

• Item Detail Screen Overview

Review, Edit, and Update the Workflow of Agenda Items

Learn how to review, update, send, copy, and delete agenda items.

• Review, Edit, and Update the Workflow of an Agenda Item

• Work with Item Attachments

• Copy an Agenda Item

• Copy Multiple Agenda Items in Bulk from the Copy Items Tab

• Delete an Agenda Item That Is Not Assigned to a Meeting

• Delete an Agenda Item That Is Assigned to a Meeting

Note:

For a visual walkthrough of the agenda review process, view our Review Agenda Items video.