Find an Agenda Item

This article will show you how to find an Agenda Item and navigate to its Item Detail Screen using the Home Screen, Item List, and Recent Items options.

Find an Agenda Item on the Home Screen

Your Home Screen contains an Inbox. This Inbox contains a list of any items that are assigned to you for review and action. This typically includes items that you recently created or items that have been routed to you for action. You can select an item in the Home Screen Inbox to be taken to that item's Item Detail Screen.

1. Select Home in the left menu
   
   
   Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
2. Click the desired item in your Inbox
   
3. You are now viewing the selected item's Item Detail Screen
   

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Find an Agenda Item in the Item List

The Item List is a searchable and filterable list of all items in the system. The Item List is typically used to find and access items that are no longer in your Inbox. You can select an item in the Item List to be taken to that item's Item Detail Screen.

1. Select Item List in the left menu
   
   
   Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
2. Scroll down to view all items in the system
   
   
   Note: Click Filters at the top of the page to hide/unhide the list of filters.
3. Use the Filters at the top of the page to narrow down the items displayed, if desired
   
   
   • Show Items: Select an option to display all items, only items that have not been assigned to a specific meeting, or only items that have been assigned to a specific meeting
   • Workflow State: Select one or more options to display items that fall with specific workflow statuses
     
     Note: Items in the Running workflow state are "in progress" or "in review;" they have not yet been marked as approved or rejected.
   • Item Name: Enter keywords or phrases that may appear in the desired item's name
   • Date Created: Use the From and To fields to search for items that were created within a specific timeframe
   • Locked?: Select an option to display all items, only items that are unlocked and editable, or only items that are locked and not editable
   • Meeting Types: Select one or more options to view items that are associated with specific meeting types
   • Created By: Select one or more options to view items that have been created by specific users
   • Search: Select this to conduct an item search using the filters you have selected
   • Reset: Select this to clear all search filters
4. Select the desired item
   
5. You are now viewing the selected item's Item Detail Screen
   

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Find an Agenda Item in Recent Items

The Recent Items list allows you to view and select from a list of the last ten items or meetings that you have worked on. You can select an item in the Recent Items list to be taken to that item's Item Detail Screen.

1. Select Recent items in the left menu
   
   
   Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
2. Select the desired item in the list
   
   
   Note: The most recent item or meeting that you have interacted with will appear at the top of the list. Other recently opened items and meetings will appear in the list in descending chronological order.
3. You are now viewing the selected item's Item Detail Screen
   

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Find an Agenda Item Using the Notifications Icon

After you Add an Agenda Item, a badge notification (red circle with a white number) will appear on the Notifications Icon (bell icon).

1. Click Notifications (bell icon)
   
2. Click the notification for your recently created item
   
3. You are now viewing the recently created item's Item Detail Screen
   

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Resources

• Screen Navigation Basics
• Add and Manage Agenda Items

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