Manage Default Text

Prev Next

Default Text refers to the automatic population of agenda fields with pre-determined content. This content can be anything from instructional text for guiding users to required content that users should not forget.

The management of agenda default text is performed in a separate location from item default text. For instructions on how to update item default text, see our Manage Item Field Designs article.

Important Notes

  • To manage these settings, users must have the “Has Access to Meetings Site Settings” permission in their User Profile.

  • Changes to default text apply the next time an agenda is created.

  • Even though the “Fiscal Impact Summary” field is an item field, its default text is managed in the same location as the agenda default text.

Instructions

  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 the Meeting Types tile under the Meetings sectionThe Meeting Types tile with a file folder icon on the Meetings page.

  5. Click the Default Text button (blue capital-T icon) for the desired meeting typeThe Default Text button.

  6. Fill in the details for as many of the available default text fields as necessaryThe Default Text modal and fields.

    • Field Name: This is a unique, hard-coded name that is used to reference this field within the settings

      Note:

      Labels that you have applied to field names do not display on this pop-up.

    • Default Value: Enter the default text that you would like to automatically populate in this field

  7. Click the Save Changes buttonA green, rectangular Save Changes button in the bottom-right corner of the Default Text modal.

  8. The agenda default text has been edited

    Notes:

    • Changes to default text are applicable the next time you create an agenda.

    • You can Manage Agenda Custom Data to change the label, visibility, and status of your agenda default text.