Support Index

Agenda & Minutes Category Manager

To use the Agenda & Minutes Category Manager:

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 "Add Item".
5. Select the Edit Categories button under the Category dropdown to open the Agenda & Minutes Category Manager.
6. To add a new category, select + Add new record and fill out the Name field. The Description field is for internal notes and is not required.
7. Click the checkmark to add the category to the list of available Agenda & Minutes categories.
8. To delete an Agenda & Minutes category, click the X next to the category you wish to delete.
9. To edit an Agenda & Minutes category, click the pencil icon next to the category you want to edit.
10. Click the checkmark to save the edited Agenda & Minutes category to the Agenda & Minutes categories list.