Create & Manage Item Categories

  • Updated on Jul 14, 2025
  • Published on May 5, 2025
  • 2 minute(s) read
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To assist with the organization and delineation of responsibilities related to agenda content every Item can be assigned an Item Category. This category can be purely informational, simply describing the type of item, or it can be used to trigger agenda functionality, such as automatic approval routing.

Important Notes

  • To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.

  • An Item Category alone has little functionality. Assign the Item Category to a Meeting Type to activate category-connected functionality. This allows the category to be used when creating new items or from the Item Fields page of a specific item.

Add an Item Category

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

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

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

  4. Select Data Source OptionsThe Data Source Options tile with a paper checklist icon on the Meetings page.

  5. Click the New Item Category buttonThe white, rectangular New Item Category button to the right of the Agenda Item Categories header.

  6. Fill in the Add Category fieldsThe Add Item Category modal.

    • Item Category: Enter a name that will be used throughout your site to reference this category

    • Approval Template: If you would like the use of this category to trigger an approval routing, select the desired approval template

      Note:

      This is an optional selection that should only be completed if you wish to use category-level approval routings.

    • Notes: Enter optional helper text that is visible when working with categories within Settings

  7. Click the Create Item Category button to add the new Item Category and return to the Data Source Options page, or click the Create and Add New button to add the new Item Category and immediately begin creating another new Item Category The green, rectangular Create Item Category button and blue, rectangular Create and Add New button in the lower-right corner of the Add Item Category modal.

  8. The item category has been added

Edit an Item Category

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

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

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

  4. Select Data Source OptionsThe Data Source Options tile with a paper checklist icon on the Meetings page.

  5. Click the Edit button (purple pencil icon) next to the existing Agenda Item Category that you wish to modifyThe Edit button to the right on an example item category on the Data Source Options page.

  6. Update the Edit Category fields as desiredThe Edit Item Category modal.

    • Item Category: This name will be used throughout your site to reference this category

    • Approval Template: If you would like the use of this category to trigger an approval routing, select the desired approval template

      Note:

      This optional selection should only be completed if you wish to use category-level approval routings.

    • Notes: This optional helper text is visible when working with categories within Settings

  7. Click the Save Changes buttonThe green, rectangular Save Changes button in the lower-right corner of the Edit Item Category modal.

  8. The Item Category has been edited

Modify the Item Categories for a Meeting Type

  1. Sign In to Your Site

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

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

  4. Select Meeting TypesThe Meeting Types tile with a file folder icon on the Meetings Settings page.

  5. Click the Edit button (purple pencil icon) next to the desired Meeting TypeThe Edit button to the right of an example Meeting Type.

  6. Navigate to the View menu, and select Options from the dropdown listThe View dropdown menu with the Options option highlighted.

  7. Check or uncheck the desired options available under the Categories sectionCheckboxes in the Categories section on the Meeting Types Options page.

    Notes:

    • This list displays the names of all available categories and any notes saved to each, which allows you to quickly differentiate between categories with similar names.

    • When creating/editing items for this Meeting Type, users can only select Item Categories that are checked within this list.

  8. Click the Save Changes button to save your changes and remain on the Options page, or click the Save and Exit button to save your changes and return to the Meeting Types page The green, rectangular Save Changes button and the blue, rectangular Save and Exit button below the Support bubble and User Menu.

    Note:

    Changes to Item Categories are available the next time you visit the Create Item pop-up or the Item Fields page.

  9. The Meeting Type's Item Categories have been modified

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