When your draft minutes are ready for the board to review before they are confirmed at the next meeting, click Finish Draft Minutes at the top of the Draft Minutes page.
Note: Clicking Finish Draft Minutes does not confirm the minutes. Minutes are confirmed at the next meeting.
After you click Finish Draft Minutes, the Post Meeting Tasks window will open, where you can schedule the next meeting and complete any remaining post-meeting tasks.
From the Post Meeting Tasks window, you can:
Email a link to the minutes to your board members.
Send action notifications.
Schedule the meeting where these minutes will be confirmed.
If you're not ready to complete these tasks, click "I'll do these later" or close the window by clicking the X. You can return to complete the post-meeting tasks at any time.
Note: Until the minutes are confirmed, you can continue to edit them.
To make changes, go to the Meeting Details page and click Edit Minutes. Any existing content will be retained, allowing you to continue editing without losing your work.
