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Select a Section Layout

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This article will show you how to select a different Section Layout in an agenda.

Important Note

You must have the “Select Items – Layout” permission enabled in your Security Profile to select a section layout.

Instructions

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

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the agenda containing the section you wish to edit:

    An example agenda tile in the Meetings module.

  4. Click the Select button:

    A white, rectangular Select button.

  5. Click the Select All button to select all items and sections, if desired:

    A white, rectangular Select All button that can be clicked to auto-select all items on the agenda.

  6. Or check individual checkboxes to select one or more items and sections, if desired:

    Example agenda section and item checkboxes.

  7. Click the Layout button:

    The white, rectangular Layout button to the right of the Back to Agenda button.

  8. Click the Prev (Previous) and Next buttons when editing multiple section layouts to navigate between sections:

    The purple, rectangular Previous and Next buttons on an example Edit Layout modal.

  9. Click the Edit Layout button to customize the HTML Layout of the section:

    The purple, rectangular Edit Layout button to the right of the Previous and Next buttons.

  10. Click the text field to update the content of the section layout:

    The Edit Layout modal text field.

  11. Use the Text Formatting, Paragraph Formatting, and Table Wizard tools to customize your layout, if desired:

    The Edit Layout modal's text and paragraph tools.

    Note:

    Editing the HTML Layout allows you to customize the way a section is formatted on the agenda but is not required.

  12. Click the Save Changes button to save the HTML Layout:

    The green, rectangular Save Changes button in the lower-right corner of the Edit Layout modal.

  13. Choose your saved Custom layout from the dropdown, if desired:

    The Layout dropdown list with the Custom layout option highlighted.

  14. Or select a pre-existing layout from the Layout dropdown list:

    The Layout dropdown list with existing layout options highlighted.

  15. Click the Select Layout button to apply the selected layout to the section:

    The green, rectangular Select Layout button between the Previous and Next and Edit Layout buttons.

    Note:

    This button will only appear when your selected layout differs from the Current Layout displayed at the bottom of the screen.

  16. Click the Close Window button to return to editing your agenda:

    The white, rectangular Close window button in the lower-right corner of the Edit Layout modal.

    Note:

    The agenda layout will only change for associated events.

  17. Agendas and agenda packets will now appear formatted with your desired layout

  18. Click the Back to Agenda button to return to the Agenda view when you are done making changes:

    The gray, rectangular Back to Agenda button below the meeting name which can be clicked to return to the Agenda View.