Use Bulk Actions on an Agenda

Bulk Actions can be used to avoid repetitive clicking when editing multiple items or sections, with options to multi-select or select all choices. This article will show you how to use Bulk Actions on an agenda.

Instructions

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

2. Navigate to the Meetings module:

   

3. Select the agenda you wish to edit:

   

4. Click the Select button:

   

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

   

6. Or check individual checkboxes to select multiple items and sections, if desired:

   

7. Click an Action button to act on the selected items:

   

   • Copy: Copy all selected items and sections to another agenda

   • Move: Move all selected items and sections to another agenda

   • Note: Add notes to all selected items and sections

   • Script: Add a script to multiple items and sections

   • Layout: Edit the layouts of multiple items and sections

   • Delete: Delete multiple items and sections

8. Use the Prev (Previous) and Next arrows to move between and edit selected items:

   

   Note:

   These options only appear in the Note, Script, and Layout functions.

9. Repeat Steps 3 through 8 as necessary

10. When your actions are complete, click the Back to Agenda button to exit the Bulk Edit view and return to your agenda: