Items


 

Move an Item

 

Overview

You would move an item if it is on one agenda and needs to be on another, but not both.

Instructions

  1. Navigate to Agendas
    upload_an_agenda_or_agenda_packet_agendas.jpg
  2. Select the agenda that currently holds the item
    add_a_section_select_an_agenda.jpg
  3. Select the agenda item
    move_an_item_select_item.jpg
  4. Click the Move icon
    move_an_item_move.jpg
  5. Fill in fields
    move_an_item_fill_in_fields.jpg
    • Agenda Item: Will default populate
    • Select Agenda: Choose where to move the item
    • Select Section: Determine where it will be in the new agenda
    • Update Item Layout: Match layout of new agenda
    • Update Item Reports: Match style to new agenda
  6. Select Save
    move_an_item_save.jpg
  7. Navigate to your other agenda to view the moved item



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