Finally! The draft Minutes are done and you are ready to get them out to the board for their review, prior to confirmation at the next meeting.

To finish them, simply click on the "Finish Draft Minutes" button at the top of the Draft Minutes page.

NOTE: This does not Confirm the Minutes - that happens in the next meeting, which you can schedule in the Post Meeting Tasks - see below.

Once you have clicked on that a new box opens that we call "Post Meeting Tasks".

With the Post Meeting Tasks you can:

  1. Email a link to the Minutes to the board
  2. Send out the Action Notices
  3. Schedule when these minutes will be confirmed.

You can also choose to send out the Post Meeting Tasks at a later date by clicking on "I'll do these later" or click the "x".

NOTE:  Until the minutes are confirmed it is possible to edit them. 

On the Meeting Details page Click on Edit minutes and make your changes.
You will not lose or delete the minutes that you have entered. 

When you are ready you can then repeat the same steps for Confirming the minutes. 

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