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Message Within Item Comments

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The Message feature allows you to add messages to Agenda Items (viewable within the Item Timeline) and tag/notify specific users if desired. Tagged users will receive a Notification Center alert and an email notification (if they have opted into email notifications). This article will show you how to add a Message within Item Comments.

Instructions

  1. Sign in to your solution 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 the desired item is currently on:An example agenda tile.

  4. Select the desired item:An example Individual Reports agenda item under the Roll Call section.

  5. Click the View menu and select the Item Timeline option from the drop-down list:The Item's expanded view menu with the Item Timeline option highlighted.

    Note:

    The default view is Item Fields.

  6. Type your message in the Post a message text field:The Post a message input field.

    Notes:

    • Type the @ (at) symbol to reveal a dropdown menu and select a recipient name from listed staff users, or type the recipient's email address.

    • Adding recipients is not required for a message.

    • The text field automatically adds one space after each recipient's name.

  7. Click the Add Message button to submit the message and notify recipients (if desired):The green, rectangular Add Message button below the lower-right corner of the Post a message box.

    Note:

    Tagged users will receive a Notification Center alert and an email notification (if they have opted into email notifications).

  8. Scroll to the Item Timeline to view the message:An example message within the Item Timeline.