Delete a Meeting Item
Objective
To delete a meeting item from a meeting in the project's Meetings tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
OR - 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on your permissions template.
- 'Admin' level permissions on the project's Meetings tool.
- Additional Information:
- When you delete a meeting item, the item is permanently removed from the meeting and cannot be retrieved.
Steps
- Navigate to the project's Meetings tool.
- Click the Meeting Title.
- Click the Delete icon next to the category.
Note: If the 'x' is grey, you must first change the Status of the meeting item to 'Closed'. - Click OK to confirm.