It’s important for you to understand the way Legistar divides the workflow and functionality of its software. There are six different menus and modules in Legistar that we recommend you familiarize yourself with.
The Home Module
When you first open Legistar, the application opens from within the Home module. From this interface you have multiple options for opening recent files, viewing recent approval requests, and launching other menus and modules.
The Recent Agendas, Recent Minutes, Recent Files lists, and Approval Requests displayed on the Home screen are auto-populated based on the records you have most recently edited or visited for more than 20 seconds.
The number of files that appear on these lists can be adjusted in Local Settings > Personal Settings under the Tools menu on the Home screen.
The Tools Menu
Settings for personalizing what you see in the Legistar interface and for access to Legistar Admin can be found via the Tools dropdown menu in the Home module.
| Option | Description |
| Local Settings | From this menu you can personalize Legistar to enhance your meeting workflow |
| Administration | In Administration you can configure the database to match the workflow of your Legislative Management |
| Refresh Administration | Select Refresh Administration to enable your recent changes |
The Files Module
In the Files module you can create the files required to build the agenda. If you have Approval Tracking enabled, this is where you perform the first steps in starting the sequence.
The Agendas Module
In the Agendas module you will generate the agenda, work with agenda lines, auto-number, and prepare your agenda for publishing.
The Minutes Module
In the Minutes module you can record the roll call, actions, votes, and notes of your meeting, as well as finalize the meeting’s minutes.
The Search Module
The Search module features a search field that allows you to input text and return highlighted results from within legislative files.
The Reports Module
Every module in the Legistar interface contains the Report module; however, different reports are generated depending on the active module.
