Manage Default Sections

  • Updated on Jul 14, 2025
  • Published on May 6, 2025
  • 3 minute(s) read
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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 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. Click the Sections tileThe Sections tile with a three-squares icon on the Meetings Settings page.

  5. Click the New Section button to create a new sectionA white, rectangular New Section button above the existing sections list.

  6. Fill in the Create Agenda Section fieldsThe Create Agenda Section modal with multiple 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 Add New Section buttonA green, rectangular Add New Section button with a checkmark icon in the bottom-right corner of the Create Agenda Section modal.

    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 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. Click the Sections tileThe Sections tile with a three-square icon on the Meetings Settings page.

  5. Click the Edit button (purple pencil icon) next to a section to modify an existing sectionThe Edit button to the right of an example section.

  6. Fill in the Edit Agenda Section fieldsThe Edit Agenda Section modal with multiple 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 buttonA green, rectangular Save Changes button with a checkmark icon in the bottom-right corner of the Edit Agenda Section modal.

    Note:

    Changes to default sections are only effective on new meetings.

  8. The section has been updated

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 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. Click the Sections tileThe Sections tile with a three-square icon on the Meetings Settings page.

  5. Click the Delete button (red trash can icon) next to the section you wish to deleteThe Delete button to the right of an example section within the existing sections list.

  6. Click the Delete Sections button on the Delete Sections popup that appears to confirm the deletionA red, rectangular Delete Sections button on a Delete Section popup.

    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 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. Click the Meeting Types tileThe Meeting Types tile with a file folder icon on the Meetings Settings page.

  5. Click the Edit button (purple pencil icon) for the desired meeting typeAn example Edit button under the Actions column.

  6. Click the View dropdown menu and select the Sections optionThe View dropdown menu on the Default Settings page with the Sections option highlighted.

  7. Check or uncheck the checkboxes next to a Section name to indicate if it should be available for the given meeting typeA vertical row of Sections checkboxes that can be checked or unchecked as desired.

  8. Click the Save Changes button to save your changes and remain on the Sections pageA green, rectangular Save Changes button in the top right-hand corner of the Sections screen.

  9. Click the Reorder Sections button to change the order in which sections appear on agendas for this meeting type if desiredA white, rectangular Reorder Sections button to the right of the View dropdown menu.

  10. Drag and drop sections into the desired order as necessaryAn example default section being dragged and dropped from one place to another in the Reorder Sections list.

  11. Click the Save Changes button to save your new section order and return to the Sections pageThe green, rectangular Save Changes button in the top right-hand corner of the Reorder Sections screen.

  12. 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 pageThe green, rectangular Save Changes and blue, rectangular Save and Exit buttons in the top right-hand corner of the Sections screen.

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

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