Support Index

Add/Delete Agenda & Minutes Items



To add an Agenda & Minutes item:

  1. Select "Lists" from the side toolbar.
  2. Select "Agenda & Minutes" from the navigation drop-down menu.
  3. Choose the Department from the "Select Department" drop-down menu.
  4. Select the "Add Item" button in the upper right.
  5. Fill out the Document Title.
  6. Fill out the Document Date by entering the Month/Day/Year, or using the date selector.
  7. Select the Document Type from the drop-down menu.
  8. Select a Category from the drop-down menu.
  9. To create a new Category, click the Edit Categories button.
  10. Click "Select" to search for a document to attach to the Agenda & Minutes item.
  11. Click "Save Item" to save the item to your Agenda & Minutes list.

To delete an Agenda & Minutes item:

  1. Select "Lists" from the side toolbar.
  2. Select "Agenda & Minutes" from the navigation drop-down menu.
  3. Choose the Department from the "Select Department" drop-down menu.
  4. Click the  button next to the title of the item you wish to delete.
  5. Click OK in the pop-up dialog box.

© iFocus Consulting, 2024