Create a Default Item

Items that are used frequently in Agendas can be set up in advance. This makes them easier to add to an agenda.

Who can use this feature?

System Administrator | Owner

Instructions

1. Sign in to your site

2. Navigate to Modules, select Content, and then click Agenda Center:

   

3. Select the category you would like to add the default item to:

   

4. Click the Add Default Item button:

   

5. Fill in the information fields:

   

   • Name (required): Name of the item

   • Start Time: Enter a desired start time for the item

   • Description: Enter a brief description of the item

   • Attach Files: Click the Upload File(s) button to upload files from your computer

     • Drag-and-drop files to the Upload box:

       

     • Click the Continue button:

     • Select the Convert All to PDF box to transform all your files to PDF files:

       

       Note:

       The following file types can be converted to PDF: DOC, DOCX, XLS, XLSX, and TXT.

6. Navigate to the save options, and select Save Changes or Save and Approve:

   

   • Save Changes: Save the default item as a draft

   • Save and Approve: Save and approve the default item, making it available for use in Agenda Center

7. The Default Agenda Item will now be available to add to any agenda without having to re-enter the item each time you create an agenda.