Create a Default Item

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Items that you use frequently in Agendas can be pre-setup so that you can easily add them to an agenda.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your site

  2. Navigate to Modules > Content > Agenda CenterNavigate to the agenda center.

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

  4. Select Add Default ItemAdd default item button.

  5. Fill in the information fields Information fields to be filled.

    • 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 Upload File(s) to upload files from your computer

      1. Drag-and-drop files to the Upload box Upload box for new files.

      2. Click Continue Continue upload option.

      3. Select Convert All to PDF to transform all your files to PDF files Convert all to PDF.

  6. Select Save Changes or Save and Approve at the top of the page Save options buttons.

Note:

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.