Configure Display Settings on Agendas & Minutes Summaries

  • Updated on Jul 16, 2025
  • Published on May 5, 2025
  • 1 minute(s) read
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This article will show you how to configure the default display settings for resolution numbers, ordinance numbers, item IDs, and item statuses on Agenda Outlines and Minutes Summary pages within the Admin module.

An example Agenda Outline page with applied item ID and item status display settings.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings option:
    The User Menu with the Settings option highlighted.

  3. Click the Meetings tile:
    The Meetings tile with a briefcase icon on the Site Settings page.

  4. Click the Meeting Types tile:
    The Meeting Types tile with a file folder icon on the Meetings Settings page.

  5. Click the Edit button (purple pencil icon) next to the Meeting Type that you wish to configure display settings for:
    The Edit tool for an example Meeting Type.

  6. Navigate to the View menu and ensure that Default Settings is selected in the dropdown list:
    The View menu and the Default Settings option highlighted.

    Note:

    Default Settings is the default view.

  7. Scroll to the Agenda Outline and Minutes Numbering Display section:
    The Agenda Outline and Minutes Numbering Display section.

  8. Check or uncheck the checkboxes to indicate which details you wish to display:
    The Resolution Number, Item ID, Ordinance Number, and Status Item Field checkboxes.

    Note:

    The Item ID is the only option that is selected by default.

  9. Edit the order in which the selected options are displayed on the Agenda Outline and Minutes Summary pages if desired:

    1. Click the Edit Order button:
      The gray, rectangular Edit Order button which appears below the Agenda Outline and Minutes Numbering Display checkboxes.

    2. Click and hold the grid icon next to the options you wish to move, then drag and drop them into the desired order:
      An example display setting being dragged and dropped from one place in the Edit Order list to another.

    3. Click the Apply Order Button:The green, rectangular Apply Order button in the lower-right corner of the Edit Order modal.

  10. Click the Save Changes button to save all changes and remain on the Default Settings page, or click the Save and Exit button to save all changes and return to the Meeting Types page:
    The green, rectangular Save Changes button and blue, rectangular Save and Exit button below the User Menu.

  11. On the Agenda Outline and Minutes Summary pages for the selected Meeting Type, you will now see the Resolution Number, Ordinance Number, Item ID, and Item Status preferences you have selected

    Note:

    Hovering over a field will tell the user which data is being displayed in the column. The selected options will also be visible when using the Select and Reorder functions.

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