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Reorder Meeting Categories and Items


You can use drag-and-drop functionality to reorder the meeting items and categories in an agenda based on topic and importance. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
    • 'Read Only' level permissions or higher on the project's Meeting tool with the 'Manage Meeting Categories' and 'Manage Meeting Items' granular permissions.
  • Additional Information:


  1. Navigate to the project's Meetings tool.
  2. Click the Meeting Title.
  3. Scroll to the 'Agenda' section.
  4. Click the more menu (≡) next to the meeting item or category and use a drag-and-drop operation to move the item or category to the desired position. 
    • The category and item number will automatically change to be in the correct numerical sequence.
    • The Meeting Origin column will reflect the meeting number the item was created in and will not change.
    • When moving categories, meeting items will disappear. They will reappear under the category once you finish moving it.