Add a Meeting Item

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.
   
6. Enter the item information.
7. Click Save or Save And Add Another Item to start creating another meeting item. 

Next Steps

• Distribute a Meeting Agenda

See Also

• Add a Comment to a Meeting Item