Edit the Order of Minutes

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This article will show you how to change the order of the sections and items in your Minutes.

Instructions

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

  2. Navigate to the Meetings module:
    The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda associated with your meeting:
    An example agenda tile.

  4. Click the Go to Minutes button:
    The white, rectangular Go to Minutes button below the Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Summary option from the dropdown list:
    The View dropdown menu with the Minutes Settings option highlighted.

    Note:

    The default view is Minutes Settings.

  6. Click the Reorder button:
    The white, rectangular Reorder button which appears below the Roll Call button.

  7. Hover over a section or item and click the grid icon that appears to drag and drop the section or item into the desired place:
    An example agenda item being dragged and dropped into place.

  8. Click the Save Changes button at the top of the page to save your changes and continue editing the minutes, or click the Save and Exit button to save changes and exit to the Minutes Summary:
    The green, rectangular Save Changes button and the blue, rectangular Save and Exit button which appear to the right of the agenda name.

  9. The sections and items will appear in the desired order:
    Example items with a new placement on the Minutes Reorder page.

    Note:

    The item's original number will be retained.