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Creating and Managing Committees
Creating and Managing Committees

How to create and manage committees for your board

Zeeshan Bhatti avatar
Written by Zeeshan Bhatti
Updated over a month ago

Please note only the 'Chair, Administrator and Board Secretary' roles can view and manage this page.

Creating a Committee

To create a new committee for your board:

  1. Click "Organisation" in top navigation menu, and then "Committees" sub-menu. This will take you to the Committees page within BoardPro.
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  2. Click the "+ Create New" option on this page to get started with the process.
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  3. Provide a name for your committee and click the "Create" button.
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  4. Once created, you will see an option to import people from your board into the newly created committee.
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  5. Select the people you want to import into your new committee and click "Import".
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  6. The selected people and their interests will be imported in the committee and you will taken to the "People List" page of the committee to review and make any changes or add more people.
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  7. If board members were imported in this process, they are assigned a 'Committee Member' access role, whereas other people are assigned a 'Non-Committee Member access role. This can be changed easily by selecting the "Edit" option in the menu.
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Deleting and Recovering Committees

You can delete a committee that you no longer need along with all of its data as follows:

  1. On 'Committees' page of the main board, look for the committee that you want to delete.

  2. Open its context menu and select the "Delete" option.
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  3. Click "Yes, delete" to confirm the deletion. You will be able to be undo deletion within the next 30 days in case it was a mistake.
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  4. The deleted committee will appear in the list of recently deleted committees. Once the undo period is elapsed, the committee will be permanently deleted along with its meeting information. You will not be able to access a deleted committee unless you recover it first.
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  5. To recover a committee deleted in error, open the context menu and choose the "Recover" option. This option is only available for the said 30 days.
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  6. Once recovered, the committee will appear as an 'Active Committee' and can be accessed by its members.
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Glossary

  1. Active Committee: A committee that can be accessed by its members and is in an operational state.

  2. Deleted Committee: A committee that has been deleted, but is still recoverable within 30 days of its deletion. A deleted committee is not in an operational state and cannot be accessed until it has been recovered back to being an active committee.

  3. Recover a Committee: Within 30 days of deletion, a committee can be recovered without any data loss. This is primarily to avoid errors and to support users if they change their mind about deleting a specific committee.

  4. Permanent Deletion: After 30 days, a committee is no longer recoverable as it is permanently deleted along with its data.

Related Articles:

What is a Committee?

Added to another board or committee?

Committee FAQ's

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