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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Workflow for an Agenda

  • Updated:

Workflows create an approval process for the items created in each agenda to ensure that the proper groups or people approve agenda items before they are added to an agenda.

 

Who can use this feature?

Owner Slash System Admin

 

 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    Navigate to agenda center
  2. Select the category you want to add a Workflow to
    select_category
  3. Click Add Workflow
    add workflow
  4. Create a Name to describe the Workflow
    enter name
  5. Click Add User or Group
    add user or group
  6. Type into the search box and select the desired name
    search and select
  7. Click Add Rule next to the person or group
    add rule button
  8. Fill in a [number of days] after no action, send email to [input email address]
    fill in rules
  9. Continue to add user(s) or group(s), if needed
  10. Click Save Changes
    save
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