Select an Item Layout

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This article will show you how to edit the layout and format of Item Titles in Agendas.

Important Note

Access to the Item Layout feature requires permission.

Instructions

  1. Sign in to the system 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 containing the section you wish to edit:
    An example agenda tile in the Meetings module.

  4. Click the Select button:
    The white, rectangular Select button below the Go to Minutes button.

  5. Check the boxes next to the item(s) you wish to edit or click Select All to select all items and sections:
    The white, rectangular Select All button and the item checkboxes.

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

  7. Select Prev and Next when editing multiple item layouts to navigate between items:
    The purple, rectangular Previous and Next buttons.

  8. Select the Layout field to choose a pre-existing layout from the drop-down list:
    The Layout dropdown list and options.

  9. Choose Select Layout to apply the layout to all selected items:
    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.

  10. Or, select Edit Layout to customize the HTML Layout as desired:
    The purple, rectangular Edit Layout button to the right of the Previous and Next buttons.

  11. Use the Text Formatting, Paragraph Formatting, and Table Wizard tools to customize your layout if desired, and click Save Changes to apply edits to your HTML Layout:
    The HTML Layout text box and the green, rectangular Select Layout button between the Previous and Next and Edit Layout buttons.

    Note:

    Editing the HTML Layout allows you to customize how an item is formatted on the agenda, but it is not required.

  12. Click Close Window to exit the Edit Layout tool:
    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.

  13. Agendas and Agenda Packets will now appear formatted with your desired layout