Step 1:

Click 'Add an Item' button and select hover your mouse pointer above the name of the board for which you want to create the item.

Step 2:

When the menu expands to display the item create method choices, click on the method you want to use.

This topic covers creating a new item (the first choice). You can also find help on how to create items using the other methods.
How do I copy an item from a previous meeting?
How do I create a parked item?


Step 3:

Begin the steps of the Create Item wizard by entering a title for the item. The title is the text that is going to be included in the agenda for the item.

Step 4:

Click the 'Next' button.


Step 5:

Choose the meeting in which to place the item. Only meetings in development for which you have privileges to create an item are displayed.


Step 6:

Click the 'Next' button.

Step 7:

If multiple item types are available to you, choose the one you want in the drop-down list.

Step 8:

If more than one region of the meeting agenda is available in which to place the item, choose the one where you want the item to be placed from the drop-down list.


Step 9:

Click the 'Next' button.

Step 10:

Choose if you want a cover sheet to be included in the packet for the item.

If you choose to include a cover sheet, also choose if you want cover sheet to be made automatically from a template, or if you want to upload your own cover sheet document.

Choose 11:

Click the 'Next' button.

Step 12:

Select any workgroups that you want to collaborate on the item.



Step 13:

Click the 'Next' button.

Step 14:

Review all the entries you made for the item.


If you need to go back and change any entry, click the 'Prev' button to return to the step, change it and click 'Next' again until you get back to the last step.


Step 15:

When all item settings are as desired, click the 'Create New Item' button.