The Move action allows you to remove an item from one agenda and move it to another. If you need to copy an item, use the Copy action.
Important Notes
You must have the “Item Actions – Move” permission enabled in your Security Profile to move an item.
Moving a section/item will automatically move all sub-items as well.
The Move Item action can only be used to move an item to a meeting that has not yet taken place. To move an item to a meeting in the past, you will need to temporarily change the event date to a date in the future, move the item, and then change the event date back.
The Move Item action can also be used to move unassigned items to future meetings. Simply locate the desired unassigned item using the search function or the Dashboard filters, then use the Actions menu to move it into place.
Instructions
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda that currently holds the item you wish to move:
Select the desired agenda item:
Click the Actions menu and select the Move option from the dropdown list:
Fill in the information fields:
Select Agenda (required): Choose an agenda to move the item to, or leave this as the default “No Agenda Assigned” setting
Select Meeting Type (required): If “No Agenda Assigned” has been selected for the agenda, use this dropdown to indicate the Meeting Type the item applies to; this field will disappear if a specific agenda has been selected in the “Select Agenda” dropdown
Move Options: Select one or both of the following options for the affected agendas:
Regenerate Item Reports: Updates item reports so they include the item's most current information; we recommend selecting this option to ensure the report reflects any recent changes before the item is moved
Update the Item Layout: Updates the item's design to match its new location; select this option if the destination uses a different item layout or design
Notes:
The Move Options buttons will turn white when selected.
We recommend selecting Regenerate Item Reports to ensure item reports reflect the most recent information after an item is moved.
Message: Add a message or comment about the move, if desired
Sections and Items to Move (required):
Item (required): Update the name of the item, if desired
Note:
You can use the paragraph formatting and text formatting tools to format the display of the item name, if desired:
Move To (required): If a specific agenda has been selected, choose the section or item you want the item to be moved into or below; this field will only be displayed if a specific agenda has been selected
Click the Move Items button:
A green Success! notification will appear at the top of the page, and the meeting and agenda name will change to reflect the item's new location:
