Add Standing Items

Standing Items are items that will always appear on the agendas of specific meeting types. Standing items behave almost identically to regular items, except they are defined at the Meeting Template and are automatically created whenever a meeting of that template type is created. This article will show you how to add a standing item to a Meeting Template.

Important Notes

• By default, standing items do not automatically start a workflow for a given meeting type, though a workflow can be started for a standing item on its Item Detail Screen.
• Attachments included with standing items can be used with the same packet inclusion options as any regular item's attachments.
• Standing items can be unassigned from a meeting and either remain unassigned, be reassigned to that meeting, or be reassigned to a different meeting.
• Standing items can be viewed from the Item List, just like regular items.

Instructions

1. Select Meeting Template in the left menu
   
2. Click the Select drop-down menu and choose the desired template from the list
   
3. Click Edit
   
4. Click the Add Standing Item button (plus-sign icon) next to the section in which you want the standing item
   
5. The standing item will appear below the selected section
   
6. Click the name of the standing item to rename it, if desired
   
7. Click the standing item again to make the Agenda Content pane reappear
   
8. Enter an item description in the Agenda Content text box, if desired
   
9. Use the Text and Paragraph Formatting tools to format the look of the agenda content text, if desired
   
10. Drag and drop a file onto the drop file here to upload field, or click the Upload button and select a file to upload an attachment to the item, if desired
    
11. Click the Download button (Microsoft Word icon) to download the standing item's Agenda Content as a Word document, if desired
    
12. Click the Upload button (up arrow icon) to upload the standing item's Agenda Content as a Word document, if desired
    
13. Click the Save button (floppy disc icon) to save changes to the standing item's Agenda Content
    
14. Click the Update button to save all changes
    
15. Repeat Steps 4-14 as necessary
16. The standing item(s) will appear on future agendas of the selected Meeting Template
    
    Note: Create a meeting with standing items by following the steps in the Create a Meeting section of the Create and Manage Meetings article, just like you would any other meeting. Once the meeting has been created, you can open the meeting's Meeting Detail Screen and find all of the standing items automatically created and assigned to the appropriate section on the Build tab.

Resources

• Access and Edit Meeting Templates