Overview

This article is a brief guide on the Agenda Details page and what progress bars signify.

Instructions

1. Navigate to Agendas
   
   
   
2. Select an agenda
   
   
   
3. Agenda Details page appears
   
   
   
4. Agenda Details shows you the following
   
   
   • Agenda Name: Name of the Agenda
   • Agenda Finalized: Yes or No
   • Agenda Template: Select the template for your agenda
   • Agenda Type: Auto-fills with the Agenda Type
   • Created: Date and time of creation
   • Cutoff Date: When the agenda is no longer applicable
   • Cutoff Time: End of agenda
   • Event: Select an event for the agenda
   • Event Date/Time: Auto-fills with the event date and time
     
     
5. Items tab shows you the outline of the agenda, including sections and items
   
   
   • Edit Order: Edit section and item order
   • Bulk Note: Add notes en masse to items and sections
   • Progress Bars: Allows you to see how far in the Approval Process an item is
     • Note: The bars fill up based on how many approvers there are for an item. For example, if there are four approvers and three of them have approved the item, the progress will be at 75%.
   • Edit Item: Click the pencil to edit the item
   • Edit Script: Click the pen to edit the script
   • Delete Item: Click the trashcan to delete the item
     
     
6. Files tab displays attached documents/files
   
   
   • Upload: Upload agenda files
   • Publish to Public: Publish files to the Public Portal
   • Publish to Board: Publish file to the Board View
   • Send to Dropbox: Send files to Dropbox
   • Email: Email agenda files
   • Create Files: Upload agendas and agenda packets
   • Trashcan: Delete an agenda item
   • Type: Describes the type of item
   • Published to Public: Notes whether or not the item is publicly available
   • Published to Board: Notes whether or not the item is internally available
   • Created On: Date of creation
   • Documents: With icons, describes the types of files within the packet