Article Content Navigation
- About Editing Meeting Agendas & Items
- Editing Meeting Agenda Details
- Managing Meeting Agenda Invitees
- Editing Agenda Items
- Additional Resources
About Editing Meeting Agendas & Items
Once Meeting Agendas and Agenda Items have been established, they can be updated by users with the appropriate Project Member Permissions.
For more information regarding the Meetings Section, please review to: Meetings Section Overview
Editing Meeting Agenda Details
1. Navigate to the Meetings section of the Project Management Module and to the Meeting being edited.
2. In the Meeting Agenda's grid make changes as needed
The required fields of an Agenda are Agenda Number, Subject, Date, Start Time, End Time, and Location. The Notes field and the "Mark as Confidential" are optional fields.
4. Select Update (Update & New will take the user immediately into the next Meeting Agenda. Update & Copy will take the user immediately to the next Meeting Agenda, but containing a copy of all of the details entered in the current Meeting Agenda being modified)
Managing Meeting Agenda Invitees
Agenda Invitees are the list of Project Members that will be invited to the meeting. Being an Invitee allows the user to receive Meeting Agenda Email Notifications as well as be a collaborator to the Meeting Agenda and it's Agenda Items.
1. Navigate inside the Meeting Agenda and to the Invitees grid
2. Use the blue plus icon to the right to at new invitees
3. Select the applicable project members, and Close & Add Selected
Important Note: Selecting Users from outside of the Project Member's list will add the selected user to the Project Members section of the project with their User Role permissions.4. Use the delete options to remove Invitees from the agenda
Invitee Statuses
No Invite Sent = The Meeting Agenda Notification has not been sent to the Invitee.
Invite Sent = The Meeting Agenda Notification has been sent to the Invitee.
Accepted = The Meeting Agenda Notification has been sent, and the Invitee has Accepted the invitation.
Declined = The Meeting Agenda Notification has been sent, and the Invitee has Declined the invitation.
Editing Agenda Items
1. Navigate inside of the Meeting Agenda where the Agenda items being modified are located.
2. In the Agenda Items grid, select the Agenda Item that is being modified.
3. Edit the Agenda Item as needed
The only required field for an Agenda Item is the Agenda Item Number, all other fields are optional. The Summary field is important and should be included. The type and category dropdowns are populated by Project Level List Management and become mandatory fields for Meeting Minutes. The date originated will default to the date that the agenda item is created. A due date and resolved date can also be included. Agenda Items can also be marked as complete. The Agenda Details can be entered into the text box with the formatting toolbar.
4. Select Update (Update & New will take the user immediately into the next new Agenda Item. Update & Copy will take the user immediately to the next new Agenda Item, but containing a copy of all of the details entered in the current Agenda Item being updated)
In the top right corner of Agenda Items there are "Update and Transition" buttons. The <PREV and NEXT> options when working within Agenda Items allow for changes to the current Agenda Item to be saved and a seamless transition into either the Previous or Next Agenda Item for editing.
Editing Responsible Parties to an Agenda Item
1. Scroll to the Responsible Parties grid of the Agenda Item
2. To add a new responsible party, select the blue plus to open the User Selection Tool
3. Select the applicable project members, and Close & Add Selected
Important Note: Selecting Users from outside of the Project Member's list will add the selected user to the Project Members section of the project with their User Role permissions.4. Use the delete options to remove Responsible Parties from the agenda item
Editing Attachments to an Agenda Item
Include new file attachments by dragging and dropping into the box or using Browse File(s) and selecting Upload File(s). Additionally, existing document module folders and/or files can be "referenced" by using The Document Reference Tool.
Attachments and Referenced Documents can be removed by using the delete and remove functions that are available.
Collaborators are only able to delete attachments in which they have uploaded. Additional Resources
Create Meeting Agendas & Agenda Items
Meeting Agenda Email Notifications
Creating an Advanced Copy of an Organization Project
