Filter Meeting Minutes

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The Meeting Minutes list can be filtered for a few different reasons. One is to narrow down the list and find an instance of previously posted minutes. Another is to give you a total count of posted meeting minutes, based on your selected criteria.

As an example, if you wanted to know how many planning meeting minute files are posted, you could select "Planning Meetings" from the "Category" drop down list. Click the "Filter Meeting Minutes" button.  You will see the pink "total records" label above the list, has changed and gives you a total count of all meeting minute files from planning meetings. The list has also changed and displays only meeting minute files from planning meetings.

To get started, select Workflow/Productivity > Meeting Minutes - from the main menu on the left hand side.

 

This will open your list of meeting minutes. To filter the list click the "Filter list" button.

 

 

The filter panel will open above the list...

  

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Meeting minutes can be filtered by:

  • Category
  • Client
  • Department/Chapter
  • Districts
  • Precincts (Select District First)
  • Posted or Modified Date Range
  • Meeting Date Range

Click the "Filter List" button and the list will display only the minutes that meet the selected criteria.