Working with Items

All the solutions articles regarding how to work with items in the app.

Listing Items that are in Development
When you sign in to your control panel, the first thing you see is your dashboard. The dashboard is divided into three different areas: Upcoming Meetings, I...
Mon, 13 Jul, 2020 at 6:02 PM
How do I show Items for only one Board or one meeting?
The list of items in the 'Show Upcoming Items' part of the dashboard includes items for all boards for all meetings in development. If you want to...
Mon, 20 Jul, 2020 at 2:58 PM
How do I create an item?
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...
Mon, 27 Jul, 2020 at 4:10 AM
How do I edit an item?
Find the item which you want to edit. Click the green 'Edit Item' button to display the item screen.
Mon, 13 Jul, 2020 at 6:02 PM
How do I view an Item?
Find the item which you want to view. Click the blue 'View Item' button to display the item screen.
Mon, 13 Jul, 2020 at 6:02 PM
How do I review and approve an item?
You can start the process of reviewing an item either from the dashboard or from the item screen. Instructions for both locations are included below. From ...
Mon, 27 Jul, 2020 at 4:11 AM
How do I delete an Item
You can delete an item either from the dashboard or from the item screen. Instructions for both locations are included below. From the dashboard… Find the...
Mon, 13 Jul, 2020 at 6:02 PM
Where do I find the list of parked items?
Parked items are also listed in the Show Items part of the dashboard. When the Show Items part is initially displayed, the items that are in meetings in de...
Mon, 13 Jul, 2020 at 6:02 PM
What are cover sheets?
Items in a meeting packet typically have one or more sheets at the beginning of each item that provides a summary of the item details. Generically, we refer...
Mon, 27 Jul, 2020 at 4:14 AM
How do I copy an item from a previous meeting?
When you create a new item, you do not need to start with a blank form. There may be some cases when you want to copy an item that was on a previous meeting...
Mon, 27 Jul, 2020 at 4:14 AM