An Item Design controls how agenda items look in agendas and related documents. It sets the layout, formatting, and structure of each item. Item Designs use merge tags (dynamic data) and fixed text to display content in a consistent way. You can create different designs for different sections or types of items. Key features of Item Designs include:
Layout and Appearance: Control how content is arranged using tables, columns, and other formatting tools.
Levels and Structure: Support up to five levels, with different formatting at each level.
Works with Item Templates: Item Templates combine an Item Design with a Field Design to define both content and layout.
Section-Specific Designs: Apply different designs to different agenda sections.
Numbering and Formatting: Use letters, numbers, or bullets. Items at the same level must use the same style.
This article will show how to add, edit, reorder, and delete Item Designs, and how to assign an Item Design to a Meeting Type.
Add an Item Design
Sign in to the system if you have not already
Navigate to the User menu, then select the Settings option:
Click the Meetings tile:
Click the Item Design tile:
Click the New Item Design button:
Fill in the New Item Design fields:
Name: Enter a unique name for the item design
Content: Enter the content you wish to appear in the item design
Note:
You can use the paragraph formatting and text formatting tools to format the display of the report design, as desired:
Click Create Item Design to save the new item design and return to the Item Designs page, or click Create and Add New to save the new item design and immediately begin creating a new one:
The item design has been created
Edit an Item Design
Sign in to the system if you have not already
Navigate to the User menu, then select the Settings option:
Click the Meetings tile:
Click the Item Design tile:
Click the Edit button (purple pencil icon) to the right of the item design you wish to edit:
Update the Edit Item Design fields:
Name: Update the name of the item design, if desired
Content: Update the content that appears in the item design, if desired
Note:
You can use the paragraph formatting and text formatting tools to format the display of the report design, as desired:
Click the Save Changes button:
The item design has been edited
Reorder Item Designs
Sign in to the system if you have not already
Navigate to the User menu, then select the Settings option:
Click the Meetings tile:
Click the Item Design tile:
Click the Edit Order button:
Click and hold the grid icon next to the item designs you wish to move, then drag and drop them into the desired order:
Click the Save Changes button:
The item designs have been reordered
Delete an Item Design
Sign in to the system if you have not already
Navigate to the User menu, then select the Settings option:
Click the Meetings tile:
Click the Item Design tile:
Click the Delete button (red trash can icon) to the right of the item design you wish to remove permanently:
Click the Delete Item Design button on the Delete Item Design pop-up that appears to confirm the deletion:
The item design has been deleted
Update the Item Design Used by a Meeting Type
Each Meeting Type can have a distinct item design for its items. This section will show you how to configure the item design used by a Meeting Type. New Meeting Type configurations will only apply to newly created documents.
Sign in to the system if you have not already
Navigate to the User Menu and select Settings:
Click the Meetings tile:
Click the Meeting Types tile:
Click the Edit button (purple pencil icon) next to the Meeting Type you wish to update:
Navigate to the View menu and ensure the Default Settings option is selected to update the Meeting Type's Default Agenda Word design, if desired:
Navigate to the Default Templates & Content section:
Click the Default Agenda Item Design field and select the item design that you wish to apply to all meetings for this Meeting Type:
Click Save Changes to save your changes and remain on the Default Settings page, or click Save and Exit to save your changes and return to the Meeting Types page:
The default agenda Item Design has been updated