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About Moving Meeting Agendas & Meetings

Both Meeting Agendas and Meetings can be moved between the Meetings section and Meetings Folders. When a Meeting & Agenda.


Moving Meetings and Agendas will relocate the Meeting or Meeting Agenda to a new folder. Listed Invitees, CC, or Attendee's will need to have the correct Project Member Permissions or Project Management Folder Access to ensure the best collaboration experience. 


Move Meeting Agendas

1. Navigate to the Meeting Agendas grid where the Meeting Agenda that will be moved is located


2. Select the Meeting Agenda that will be moved, and expand the dropdown in the Move Selected To field


3. Select the section, or subfolder that the Agenda will be moved to


4. Use the green arrow to the right of the Move Selected To field to execute the move of the Meeting Agenda to the new location.


Move Meetings

1. Navigate to the Meetings grid where the Meeting that will be moved is located


2. Select the Meeting Agenda that will be moved, and expand the dropdown in the Move Selected To field


3. Select the section, or subfolder that the Agenda will be moved to


4. Use the green arrow to the right of the Move Selected To field to execute the move of the Meeting Agenda to the new location.


Additional Resources

Create Meetings & Meeting Minutes

Edit Meetings and Meeting Minutes

Create Meeting Agendas & Agenda Items

Edit Meeting Agendas and Agenda Items