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

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