Add a Meeting Item

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.

• Required User Permissions:

  • You need one of the following:

    • 'Admin' level permissions on the project's Meetings tool.

    • '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.

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.

• Distribute a Meeting Agenda