Add a Meeting Item
Objective
To add meeting items to a meeting.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
- Additional Information:
- Meeting items are automatically numbered in the order that they are created.
- If you want to organize your meeting items into a specific category, you must first create a category. See Create a Meeting Category. If you do not create or specify a category for a meeting item, it is placed into the 'Uncategorized Items' area by default.
Steps
- Navigate to the project's Meetings tool.
- Choose from these options:
- If have not yet created a new meeting, click Create Meeting. See Create a Meeting.
OR - If you want to add meeting items to an existing meeting, locate the desired meeting in the list. Then click Edit.
This places the meeting into edit mode.
- If have not yet created a new meeting, click Create Meeting. See Create a Meeting.
- If you want to create categories to group your agenda items, complete Create a Meeting Category. Then click Add Item.
This opens the 'Add a Meeting Item' window. - In the 'Add a Meeting' window, do the following:
- View My Open Items in the Portfolio Tool. Note: Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See
- Choose from these options:
- If you want to save the item, click Save.
OR - If you want to save the item and immediately create the next meeting item, click Save & Create Another.
Note: The Meeting Origin column reflects the meeting number the item was created in.
- If you want to save the item, click Save.