Documentation Index

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Move a Default Item to a Different Category

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This article will show you how to move an existing Default Item to a different category.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your site.

  2. Navigate to Modules and on the Content tab, select Agenda Center:

    A menu showing various modules with 'Agenda Center' highlighted for easy access.

  3. Select the category that currently contains the Default Item:

    An Agenda Center displaying various boards with agenda counts and submission statuses.

  4. Select the Default Items tab:

    City Council agenda center displaying default items and meeting details for upcoming dates. The default items tab is highlighted.

  5. Click Actions next to the Default Item that you want to move:

    City Council agenda items with a highlighted Actions button.

  6. Select Move to Category:

    City Council agenda items with a highlighted option to move to a category.

  7. Select the name of a category to move the Default Item to:

    A pop-up window displaying options to move an item to different boards.

    Note:

    The current category appears in bold.

  8. Click the Move Item button:

    Popup window displaying options to move an item with a highlighted Move Item button.

    Note:

    The selected category appears in bold.

  9. View the Default Item in the desired category:

    The Agenda Center interface shows the Board of Directors and Roll Call sections.