Agenda items assigned to meetings are created from:
-
Agenda Item Unity form templates. See Creating an Agenda Item Form Template for information on creating and configuring an Agenda Item Unity form.
-
Legacy forms.
The Legacy form is being phased out and replaced with the Unity form. If you no longer have Legacy forms in your system, you will not have the ability to create Legacy agenda items.
To create a new agenda item, from the main Agenda window, select New Agenda Item.
The New Agenda Item icon is enabled only if you have Administrator or Create Agenda Item privileges. See Setting Security Options for more information.
The Create Agenda Item dialog box is displayed. Depending on if you have Unity forms only, or Unity and Legacy forms in your system, you will see one of the following:
-
Unity Form only
-
Unity and Legacy forms