Building sections, items, and smart sections

Best for: Agenda owners · Requires: Meeting write access.

1. Select Add Section.
2. Name the section and add notes.
3. Add agenda items and optional sub-items.
4. Add attachments to the applicable item.
5. Reorder sections and items to match the agenda.

Use the rich-text formatting menu for emphasis and text color in supported descriptions and notes.

From More, under Smart Sections, choose:

• Add Open RFIs
• Add Open Submittals

These sections automatically include current open records and newly opened records until the meeting is Finished. They are agenda references, not copies of the source records.

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