iCompass Agenda Tips & Tricks
This week the Customer Success Team shares their best agenda tips and tricks...
Use the envelope icon to send agendas to groups
Once you have published the agenda, use the "envelope icon" located next to the "published agenda" links to send the agenda to specific email groups that have already been set up in the User Administration section.
Editing heading fonts in specific agendas
If the agenda has been created, you can change the heading font in that agenda only. There is an "agenda font type" button located in the top right-hand corner (next to the agenda header) which you simply click to choose your desired font style. This will save you time and allow you to customize a specific agenda heading font without having to request changes to your existing template.
Delete unneeded items in the item hopper
If your item hopper is getting too large, empty it by going to "manage items", and in the drop down menu for "meeting", select "not in a meeting" and delete. By holding the 'Ctrl' button and highlighting the item you wish to delete, you are able to select multiple items, which allows you to more quickly clean up and maintain your item hopper.
Keep it private
You can add privacy to a specific items or meetings to prevent users from seeing the item within the agenda/minutes o the entire meeitng/minutes within Meeting Manager.
Copying an single item from one agenda to another
To copy a single item – access the 'item details' page (not 'export item' on the meeting details page, as this will copy more than one item), and select "copy item" from your options. This will make a copy of the already created item (attachments, security and fields) and allow users to apply this item to a new meeting without having to re-create it.
~a weekly "Tips and Tricks" publication by the iCompass Customer Success Team
