Only Administrators, Board Secretaries, Chairs and Sr. Executives are able to add a meeting.
To add a meeting into BoardPro click on the green "+ Add Meeting" box found on both the Organisation Home Page and the Meetings Page.
A meeting can also be added from the Close Meeting agenda item
In the pop-up box enter a title, the date, start time and location (or add a new meeting location).
Notes:
- the time is set upon where the default location is however, you can update that to reflect different time zones based upon the location of the meeting.
- Tick the Send Meeting Notice to email out a notification to the Board Members
- Click on Add Meeting and you can now move on to building the agenda.
Related Links:
Attaching documents to the agenda
Changing the Date of a Meeting
Changing the location
Find the Next Meeting
How to clone/copy an agenda