Use Bulk Actions on an Agenda

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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:The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda you wish to edit:An example agenda tile.

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

  5. Click the Select All button to select all items and sections, or check individual checkboxes to select multiple items and sections:The white, rectangular Select All button and individual section and item checkboxes.

  6. Click an Action button to act on the selected items:The row of Bulk Actions buttons to the right of the Back to Agenda button.

    • 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

  7. Use the Prev (Previous) and Next arrows to move between and edit selected items:The purple, rectangular Previous and Next buttons on an example Edit Layout modal.

    Note

    This function only appears in Note, Script, and Layout functions.

  8. Repeat Steps 3 through 7 as necessary

  9. When your actions are complete, click the Back to Agenda button to exit the Bulk Edit view and return to your agenda:The gray, rectangular Back to Agenda button below the agenda name.