Emailing the Draft Agenda for collaboration

How to collaborate on the draft agenda prior to publishing

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

To notify chairs, CEO's and anyone else who needs to have input on the agenda, use the Agenda email function in BoardPro. 

On the Meeting Detail page, click on the Agenda menu at the top of the page and click on Email. 

When the pop up box appears:

  1. Choose whom you send out the email too. If a person in your organisation does not have login ability, their status showing Invitation Pending or No Access, there will be an asterisk next to their name denoting that * This person does not have access and cannot receive the email. A person who has the access level of Executive/Guest cannot have an email sent to them.

  2. Personalize your greeting. Default greeting is "Hi" but now you can type in your own greeting and choose whether you add a first name, last name, both or none at the top of the email.

  3. Add any additional comments in the comment box.

The receivers get an email asking for their input/collaboration such as this:

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