Delete a Meeting Item

Objective

To delete a meeting item from a meeting in the project's Meetings tool.

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:
  • When you delete a meeting item, the item is permanently removed from the meeting and cannot be retrieved. 

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 item you want to delete.
   TIP: Use the Expand All button to quickly expand all items. 
   
5. Click the Delete Agenda Item  icon next to category item.
   
6. Click Delete to confirm.
   Note: If the Delete Agenda Item  icon is grayed out, you must first change the Status of the meeting item to 'Closed'.
7. Click Delete to confirm.

See Also

• Delete a Meeting Category