Reorder Meeting Categories and Items

Things to Consider

  • 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 Meeting tool with the 'Manage Meeting Categories' and 'Manage Meeting Items' granular permissions.

  • Additional Information:

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.

      meeting-category-reorder.png

See Also

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