Reorder Meeting Categories and Items

You can use drag-and-drop functionality to reorder the meeting items and categories in an agenda based on topic and importance.

• Required User Permissions:

  • 'Admin' level permissions on the project's Meetings tool.
    OR

  • 'Read Only' level permissions or higher on the project's Meeting tool with the 'Manage Meeting Categories' and 'Manage Meeting Items' granular permissions.

• Additional Information:

  • Your 'Meeting View' must be set to Category in your advanced settings to see the ability to create categories. See Configure Advanced Settings: Meetings

1. Navigate to the project's Meetings tool.

2. Click the Meeting Title.

3. Scroll to the 'Agenda' section.

4. Click the more menu (≡) next to the meeting item or category and use a drag-and-drop operation to move the item or category to the desired position.
   Notes:

   • The category and item number will automatically change to be in the correct numerical sequence.

   • The Meeting Origin column will reflect the meeting number the item was created in and will not change.

   • When moving categories, meeting items will disappear. They will reappear under the category once you finish moving it.