Modifying a Meeting's Agenda Items - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

You can view and add to the agenda any Pending agenda items that have been associated with the selected meeting through the Pending Agenda Items tab.

Note:

This tab displays in Agenda View only.

Tip:

Select the Filter by Agenda Items targeted for this meeting check box to filter the list of agenda items so that only agenda items targeted for the current meeting are displayed. If this option is not selected, the list of agenda items will include all pending agenda items for all available meetings.

Note:

The Pending Agenda Items tab is empty if the meeting instance is a meeting type that was not configured with any associated agenda item types or if there are no agenda items of this type that are pending in the system.

To add a pending agenda item to an agenda:

Note:

You must have either Administrator rights or write rights to drag pending agenda items to an agenda.

  1. Select a pending agenda item from the list.
    Tip:

    You can view the details of a pending agenda item by selecting the View Details button.

  2. Drag it to a location in the Meeting Agenda pane.
    The agenda item is removed from the Pending Agenda Items tab.
  3. If agenda items are configured with a status, an icon representing this status displays between the agenda item icon and agenda item name:

    Place your mouse over this icon to display a tooltip of the item's status.

  4. When you are finished adding and ordering agenda items, click Save Meeting.