The Agenda Item Search tab allows you to search for agenda items.
To perform a search for an agenda item, follow these steps:
-
Enter criteria to limit the results returned by your search. You can use any of the following criteria to perform your search:
Field
Description
Item Title
Type the name of the agenda item.
View
Select the View for which to search for agenda items. Options include:
-
All. Returns agenda, minutes and unassigned items in the results list.
-
Agenda. Returns only agenda items in the results list.
-
Minutes. Returns only minutes items in the results list.
-
Unassigned. Returns only agenda items that have not been assigned in the results list.
The View column in the results list displays the name of the view used to perform the search (Agenda, Minutes or Unassigned).
Meeting Type
Select a meeting type, or All to search all meeting types.
Meeting Type Date
Select a From and To date range to search.
Target Meeting Type
Select a target meeting type, or All to search all target meeting types.
Target Meeting Type Date
Select a From and To date range to search
Type
Select an agenda item type.
Status
Select an agenda item status.
Submitter
Select an agenda item submitter.
Search Field
Select a specific agenda item field to search.
Search Field Text
Type the text in a specific agenda item field to search.
Tip:You can clear all specified criteria at any time by clicking Clear.
Note:The Search Field Text does not search the Unity form agenda items, only the Legacy items.
-
-
Click Search. Agenda items that meet the specified criteria will be displayed in the pane to the right of the Agenda Item Search tab.
The following information displays for each agenda item:
-
Item Title
-
Status
-
Agenda Item Type
-
User name
-
Meeting Name
-
Meeting Date
-
Target Meeting Name
-
Target Meeting Date
-
Owner Group
-
Unity Form DocId
-
View
-
- Double-click an agenda item to open it.