Create and manage agenda items for a specific meeting. Add items to an agenda, update item details, and attach files. Some items may appear automatically based on category settings. For more information, see Manage Default Agenda Items.
Who can use this feature?
System Administrator | Owner | Publisher | Author
Important Note:
It is important to remember that when adding Agenda Items, the different permission levels (Authors, Publishers, and Owners) will see different controls. For example, Authors will see the Add Item option, but not the Add Agenda button. The Add Agenda is only visible at the Publisher level and above. Save and Submit buttons will appear based on the workflow that is selected for that item.
Authors adding items will have the ability to Save and Submit items without approval. No notifications will be sent unless a workflow is selected.
Items cannot be added to PDF Agendas.
Add an Item to an Agenda
Use Agenda Center to create agenda items and add them to an agenda. You must create and approve an item before you can add it to an agenda.
Sign in to your site
Go to Modules, and select Content. Then click Agenda Center:
Select the category you would like to add the item to:
Click the Add Item button:
Enter item details:
Note:
There may be additional options if Custom Fields have been created for the category.
Name: Enter the name of the Agenda Item
Workflow: Select a workflow for the publishing process
Note:
This option will only display if a workflow has been created for the category.
Suggested Meeting Date (Optional): Enter the suggested meeting date
Start Time (Optional): Enter the start time of the item
Description (Optional): Enter a brief description of the item
Attached Files (Optional): Click Upload File(s) to attach a file to your item
Select a Save option:
Save Changes: Saves the item without submitting it. It will appear as a draft in the category list.
Save and Submit: Saves and submits the item for further review.
Attach a File to an Agenda Item
After creating or editing an agenda item, attach supporting files, including relevant documents. Files can be uploaded, reordered, and optionally converted to PDF.
Sign in to your site
Go to Modules, and select Content. Then click Agenda Center:
Navigate to the relevant category:
Select your Item:
Scroll to the bottom and click the Upload File(s) button:
Drop-and-drag files into the upload box or select files from your computer:
Accepted characters in filenames include:
Lowercase letters
Uppercase letters
Numbers "0 to 9"
Accepted special characters: ~ ! ( ) - _ = [ ] { } , .
Note:
View our article Invalid Characters in Filenames for more information.
Click the Continue button:
View files underneath Attached Files:
Convert All to PDF: Select this option to convert all non-PDF files to PDF files. The non-PDF file types include DOC, DOCX, XLS, XLSX, and TXT
Order Files: Hover over a file to drag and drop it under or above another file
Delete: Hover over a file and click the X to remove a file
Scroll to the top and click Save Changes:
Modify Agenda Items
Edit agenda items to update details, change order, or adjust how they appear on the agenda.
Important Note:
Items that have already been added to an agenda must be removed before they can be modified.
Who can use this feature?
System Administrator | Owner | Publisher | Author
Sign in to your site
Go to Modules, and select Content. Then click Agenda Center:
Select the category for the item:
Select the Items tab:
Click the Actions button:
Select Modify:
Make changes to the Agenda Item
Select a Save option:
Save Changes: Saves the item without submitting it. It will appear as a draft in the category list
Save and Submit: Saves and submits the item for further review
Approve or Decline an Agenda Item
Agenda items may require approval before they appear on an agenda. Update the item status to approve or decline it as part of your review process.
Sign in to your site
Go to Modules, and select Content. Then click Agenda Center:
Select the category where the item is located:
Select the Items tab:
Click the Actions button next to an item:
Notes:
Only items with a Waiting For status can be approved or declined.
If the item has a Draft status, modify the item and click Save and Submit to approve or decline it.
To approve the item, click the Approve option:
Note:
View the status column to see if the item is waiting for approval and which department or role must approve it. An item may require approval from multiple departments or roles. If the field is blank, all approvals are complete:
To decline the item, click the Decline option:
In the pop-up window, enter the Reason for declining. Then click the Decline This Item button:
The item now has a Declined status:
To view why an item was declined, click Actions, then select Modify. Scroll to the History and Discussion section to view the details:
Note:
You can resubmit a declined item for review. Modify the item as needed, then click Save and Submit to start the approval process again.