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Delete a Meeting Category

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Objective

To delete a meeting category from a meeting agenda using the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meeting tool. 
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Categories' granular permission enabled on your permissions template.
  • Additional Information:
    • Meeting items must be in a category. If there are no custom categories, meeting items are added to the 'Uncategorized Items' category.
    • When you delete a meeting category, existing meeting items in that category are automatically moved to the 'Uncategorized Items' area.
    • Meeting items are NOT deleted when you delete meeting categories. 

Steps

  1. Navigate to the project's Meeting tool.
  2. Click the arrow next to a meeting to expand the series.
  3. Click the meeting's title.
  4. Under the Agenda section, find the category you want to delete.
  5. Click the Delete Categorydelete-agenda-item.png icon next to category. 
    delete-category-meetings.png
  6. Click Delete to confirm.