Manage Default Sections

To assist in the creation of routine agenda content, you can set up default sections that will automatically populate on new agendas.

Important Note

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

Add a Default Section

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

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

   

3. Click the Meetings tile:

   

4. Click the Sections tile:

   

5. Click the New Section button to create a new section:

   

6. Fill in the Create Agenda Section fields:

   

   • Section Type (required): Enter a name for the section

   • Section Content Template: Select a content template to apply to this section, if desired

   • Level 2 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Level 3 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Minutes Section Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Section Type Text: Enter default text for this section, if applicable and desired

   • Notes: Enter any notes about this section, if desired

7. Click the Create Agenda Section button to save the section and close the Create Agenda Section dialog, or click the Create and Add New button to save the section and automatically start work on another:

   

   Note:

   Changes to default sections are only effective on new meetings.

8. The section has been created

Edit a Default Section

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

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

   

3. Click the Meetings tile:

   

4. Click the Sections tile:

   

5. Click the Edit button (purple pencil icon) next to a section to modify an existing section:

   

6. Fill in the Edit Agenda Section fields:

   

   • Section Type (required): Edit the name of the section, if desired

   • Section Content Template: Select or update the content template to apply to this section, if desired

   • Level 2 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Level 3 Item Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Minutes Section Default Layout: This section will auto-populate or remain blank based on the Section Content Template if one has been selected

   • Section Type Text: Enter or edit the default text for this section, if applicable and desired

   • Notes: Enter or edit any notes about this section

7. Click the Save Changes button:

   

   Note:

   Changes to default sections are only effective on new meetings.

8. The section has been updated

Reorder Default Sections

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

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

   

3. Click the Meetings tile:

   

4. Click the Sections tile:

   

5. Click the Reorder Sections button:

   

6. Click and hold the grid icons next to the sections you wish to move, then drag and drop them into the desired order:

   

7. Click the Save Changes button:

   

8. The sections have been reordered

Delete a Default Section

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

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

   

3. Click the Meetings tile:

   

4. Click the Sections tile:

   

5. Click the Delete button (red trash can icon) next to the section you wish to delete:

   

6. Click the Delete Sections button on the Delete Sections popup that appears to confirm the deletion:

   

   Note:

   Changes to default sections are only effective on new meetings.

7. The section has been deleted

Modify the Default Sections for a Meeting Type

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

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

   

3. Click the Meetings tile:

   

4. Click the Meeting Types tile:

   

5. Click the Edit button (purple pencil icon) for the desired meeting type:

   

6. Click the View dropdown menu and select the Sections option:

   

7. Check or uncheck the checkboxes next to a Section name to indicate if it should be available for the given meeting type:

   

8. Click the Save Changes button to save your changes and remain on the Sections page:

   

9. Click the Reorder Sections button to change the order in which sections appear on agendas for this meeting type if desired:

   

   1. Drag and drop sections into the desired order as necessary:

      

   2. Click the Save Changes button to save your new section order and return to the Sections page:

      

10. Click the Save Changes button to save all changes and remain on the Sections page, or click the Save and Exit button to save all changes and return to the Meetings Types page:

    

11. The meeting type's default sections have been updated