Working with Items

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

How can I search for an item?
In the upper right corner of the control panel (just below your name) is the item search box. To search for an item, simply enter some text that you expe...
Mon, 13 Jul, 2020 at 6:02 PM
How do I create a parked item?
Parked items are create much the same way that new items are created (not copied items or recurring items). Click 'Add an Item' button and select...
Mon, 27 Jul, 2020 at 4:15 AM
How do I move an item to another meeting?
After an item is created you can always move the item to another meeting. Go to the item screen for the subject meeting. How do I edit an item? On the le...
Mon, 27 Jul, 2020 at 4:15 AM
What is a parked item?
You can create an item without placing it in a meeting. In a paper-based process, you may think of this as a pending item list. You can do the same thing in...
Mon, 27 Jul, 2020 at 4:16 AM
How do I park an item that is currently in a meeting?
Items that are currently in a meeting can always be taken out of the meeting and parked. Go to the item screen for the subject meeting. How do I edit an i...
Mon, 27 Jul, 2020 at 4:17 AM
How do I place a parked item in a meeting?
Parked items can always be moved to a meeting. Go to the Show Items area of the dashboard and display the list of parked items. Where do I find the list o...
Mon, 27 Jul, 2020 at 4:18 AM
How are item types used?
Your account can have multiple item types from which you can choose when creating an item. Each item type can have different data sections for the item and ...
Mon, 13 Jul, 2020 at 6:03 PM
How do I change an item type?
After an item is created you can always change the item from its current type to another. Step 1: Go to the item screen for the subject meeting. How do I...
Mon, 27 Jul, 2020 at 4:18 AM
How do I move an item to a different region of an agenda?
After an item is created you can always change the region in which the item is placed. Step 1: Go to the item screen for the subject meeting. How do I ed...
Mon, 27 Jul, 2020 at 4:19 AM
How do I stop using a cover sheet for an item?
After an item is created you can always stop using a cover sheet for it. Go to the item screen for the subject meeting. How do I edit an item? Step 1: O...
Mon, 27 Jul, 2020 at 4:19 AM