There are multiple tabs within an Action that change the information you can view and work on.
The overview tab provides general information fields. These fields are individual because they are searchable inside the app and on the public portal.
Banners will appear at the top depending on certain situations that are laid out below. These help showcase important information about that item.
- Assigned to a Department
- Part of a Meeting's Agenda
- Custom field with the banner option checked
|What board the action is assigned to
|What agenda group it's assigned to within the board
|The item number either generated or entered
|The title of the agenda item
|Use this if there's any supporting file number such as a contract number or case number
|If there's a presentation that goes along with this topic, this is where you would put the name of the presenter
|Let's you know what department this agenda item is currently assigned to
|You can change the default voting option of the agenda item
|If the action pertains to a certain district or place within the city you would choose that here
|This field can be used to add additional information to go along with the title of the agenda item for displaying on public portal and agenda packets
Adding a blurb to a topic is a great way to add small additional information about a topic to help reduce the length of the item titles. These blurbs are utilized most importantly for public access to easily see a quick synopsis about a topic without having to view the full memo.
Any custom fields you have created in the software will appear directly after district
Priorities and Plan
This section appears once enabled and setup within the platform settings. Click any checkboxes that this action falls under for city focus. The items clicked appear on the public portal and documents for each item. You can choose as many of the available options as you would like or none at all.