Meetings

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

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

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

Meeting Attendees

Where to find attendees listed for a meeting

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 List Page

How to locate a meeting from the Meeting List page

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

Searching Documents, Agendas and Minutes

How to quickly find matters that have been previously discussed

Written by Kim Thibault
Updated over a week ago

Add an Attendee to a Meeting

How to add someone to a meeting as an attendee

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

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

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

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

Meeting Page

The Meeting Page - Overview

Written by Vicki van Eeghem
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?

Some of my board members are missing from the attendees in the agenda - how do I add them?

Written by Vicki van Eeghem
Updated over a week ago

Voting

Setting up a Vote

How to set up Votes on 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

Casting Your own Vote

How to vote during a meeting

Written by Vicki van Eeghem
Updated over a week ago