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Add a Meeting Item

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Objective

To add meeting items to a meeting.

Background

A Meeting Item (also called an 'agenda item') is a single, distinct topic on a meeting agenda. If you are facilitating a meeting using the Project level Meetings tool, you can add meeting items to any meeting that you create. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on your permissions template.
  • Additional Information:
    • You can create meeting categories to organize your meeting items.
    • Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See View My Open Items in the Portfolio Tool.
    • The 'Meeting Origin' column reflects the 'Meeting #' the item was created in.

Steps

  1. Navigate to the project's Meetings tool.
  2. Click the arrow next to a meeting to expand the series.
  3. Click the meeting's title.
  4. Click the arrow to expand the Agenda section.
  5. Under the 'Agenda' section, click +Add Item.
    meetings-add-item.png
  6. Enter the item information.
  7. Click Save or Save And Add Another Item to start creating another meeting item.