Create an Agenda
Select Create Agenda
Fill out all the appropriate fields on the New Agenda page, click Save.
*Save takes the user back out to the Agenda Grid
*Save and New takes users directly into creating a new Agenda
*Save and Copy takes users directly into creating the next Agenda with previously Agenda Item information included for update
Adding Invitees
Click the blue plus sign to bring up the User Selection Tool
Use the User Selection Tool to select the parties to be added as Invitees
Select Close and Add Selected to add Selected Project Members
Note: Choosing someone outside of the Project Members will automatically add that user as a Project Member to the Project*
Adding Agenda Items
When within an Agenda, select Create Agenda Item
Fill in all the appropriate information for that Agenda Item, click Save.
*Save takes the user back out to the Agenda
*Save and New takes users directly into creating the next Agenda Item
*Save and Copy takes users directly into creating the next Agenda Item with previously Agenda Item information included
