Meetings

How to guides for setting up your Meetings, the Agenda, the Board Pack, entering Minutes

32 articles in this collection
Written by Kim Thibault and Vicki van Eeghem

Quorum

Set the threshold on the minimum number of attendees

Written by Vicki van Eeghem
Updated over a week ago

Add a meeting

How to add a meeting into BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Meeting Cancellation Notice

How to send an email notice when a meeting has been cancelled

Written by Vicki van Eeghem
Updated over a week ago

Set Meeting Close Time

How to set a close time when adding a meeting.

Written by Vicki van Eeghem
Updated over a week ago

Delete a Meeting

How to delete a Meeting

Written by Vicki van Eeghem
Updated over a week ago

Meeting Cards

Find your way around the Meeting Cards in BoardPro

Written by Kim Thibault
Updated over a week ago

Send an email notice of a Meeting

How to send out a Meeting notice to the attendees

Written by Vicki van Eeghem
Updated over a week ago

Meeting Reminders

Automatic reminders of upcoming meetings sent to the attendees

Written by Vicki van Eeghem
Updated over a week ago

Meeting List

Easily locate a past or future meeting with the Meeting List

Written by Vicki van Eeghem
Updated over a week ago

Searching Documents, Agendas and Minutes

How to quickly find matters that have been previously discussed

Written by Kim Thibault
Updated over a week ago

Official notice of the Meeting and the Agenda

How to email an official notice from BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Setting the date for the next meeting

How do I set the date of the next meeting in BoardPro?

Written by Vicki van Eeghem
Updated over a week ago

Rolling back from Draft Minutes to Published Agenda

How to change the meeting stage back to an earlier state.

Written by Vicki van Eeghem
Updated over a week ago

Changing the Date and/or Time of a Meeting

If the date or time of your meeting changes, it is very easy to update it in BoardPro

Written by Vicki van Eeghem
Updated over a week ago

Problems sending email to Board Members

Reasons why a board member may not be on the list to email

Written by Kim Thibault
Updated over a week ago

Formatting the Minutes

When I preview my minutes, the notes, decisions and actions don't look right.

Written by Vicki van Eeghem
Updated over a week ago

Meeting Page

Meeting Time Zones

How do I find a Meeting in My Time Zone?

Written by Vicki van Eeghem
Updated over a week ago

The Meeting Page - Overview

Written by Vicki van Eeghem
Updated over a week ago

Remote Meetings with BoardPro

Add in the URL of the video meeting so that it is easier for attendees

Written by Kim Thibault
Updated over a week ago

Meeting Stages and Flow

Learn about the order and flow of the meeting states.

Written by Kim Thibault
Updated over a week ago

Change the meeting location

How to change the location of your meeting in the agenda

Written by Vicki van Eeghem
Updated over a week ago

Edit the close time of a meeting

Where can I edit/update the end time for a meeting?

Written by Vicki van Eeghem
Updated over a week ago

Missing attendees?

How to add an attendee to a meeting

Written by Vicki van Eeghem
Updated over a week ago

Meeting Attendees

Where to find attendees listed for a meeting

Written by Kim Thibault
Updated over a week ago

Add a guest and notes to the agenda

How to list guests and attendance notes in your agenda.

Written by Vicki van Eeghem
Updated over a week ago

Agendas

Editing the Draft Agenda

How to edit your agenda while in the draft stage

Written by Vicki van Eeghem
Updated over a week ago

Edit a Published Agenda

How to make changes to an agenda after it has been published

Written by Vicki van Eeghem
Updated over a week ago

Publish the Agenda

Steps to take between drafting the agenda and taking the minutes

Written by Kim Thibault
Updated over a week ago

Board Packs

Email the Board Pack

How to send the Board Pack to the board members and other meeting attendees

Written by Kim Thibault
Updated over a week ago

Voting

Setting up a Formal Vote

How to add a formal vote to the agenda

Written by Vicki van Eeghem
Updated over a week ago

Voting for the Minute Taker

How Minutes Takers can record the votes in BoardPro

Written by Vicki van Eeghem
Updated over a week ago

FAQ's on Voting

Common questions about Voting in BoardPro

Written by Vicki van Eeghem
Updated over a week ago