This article will show you how to add rules and alerts when creating an Agenda Center category. 

Instructions  

1. Modify an Agenda Center Category
2. Scroll to Rules & Alert and select Add New Rule 
   
   
3. Enter the information
   
   
   • Select the number of Days, Weeks, or Months that if no action is taken on an agenda item an alert will be sent
   • In the “after” drop-down field, choose the item action associated with the rule:
     • item is submitted
     • item is postponed
     • item is declined
     • item is returned to submitted
   • In the “and” drop-down field, choose what will create an alert email:
     • No Other Criteria: Will automatically send an email after the specified time and action
     • No Action Taken: After the agenda has been submitted, postponed, or declined and there has been no action an email will be sent
   • To: Enter the email address to be notified
   • Message: Enter the message or instructions for the email recipient
4. Repeat steps 2-3 for any additional rules
5. Select Save Changes if updating an existing category or continue creating the new category