Reorder Meeting Categories and Items

Objective

You can use drag-and-drop functionality to reorder the meeting items and categories in an agenda based on topic and importance. 

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 Meeting tool with the 'Manage Meeting Categories' and 'Manage Meeting Items' granular permissions.
• Additional Information:
  • Your 'Meeting View' must be set to Category in your advanced settings to see the ability to create categories. See Configure Advanced Settings: Meetings

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, click the reorder  icon to reorder the meeting categories in the list. 
   Notes: 
   • The category and item number will automatically change to be in the correct numerical sequence.
   • The Meeting Origin column will reflect the meeting number the item was created in and will not change.
   • When moving categories, meeting items will disappear. They will reappear under the category once you finish moving it.
     

See Also

• Add a Meeting Item
• Add a Meeting Category