Actions
Actions
At the core of every meeting are your agenda items which are called Actions in AgendaLink
List
The list view will show you all the actions ordered by last modified so you always know what's been worked on the latest. To view an action or work on it simply click it.
Each item provides you a quick glimpse at some of the details.
| Field | Details |
|---|---|
| Title | The title of the agenda item |
| Status | Tells you if it's assigned to an agenda, published, parts of minutes, etc |
| Blurb | If the topic has a blurb then it will appear under the title |
| Board | What board the action is assigned to |
| Created By | Name of the user that created it |
| Process | If associated with a process shows here |
| Agenda Group | What agenda group it's assigned to within the board |
| Last Modified | When it was last edited |
Filtering
You can shrink down the list by utilizing filtering options. Choose you filters and click apply to perform the filter. There is also a text field above the list where you can filter down the current list by title.
| Filter | Details |
|---|---|
| Time Span | Filters by Date Created |
| Status | Filter for just items based on where they stand on a meeting |
| Department | Filter for items assigned to specific departments |
| Boards | Filter for items of a specific board |
| Agenda Group | If you've chosen a board filter you get the additional option to also filter by an agenda group for that board |
Searching
You can also search for something specific using the search text field. Search by item number, title, presenter, reference file, and blurb.
For example, if you wanted to see anything that had the word Zoning in the title you would type zoning and the search would return all results with that word in the title.
Creating an Action
To create a new action simply press the green plus button at the top of your screen. This will bring up a modal where you can name the item, what board and agenda group it belongs to, district it applied to, and the document template you wish to use.
