Meeting Workflow - From Building the Agenda to Confirming the Minutes
For the Administrator, Board Secretary, Chair and Senior Executive Access Levels
By Kim and 4 others5 authors94 articles
Meeting Stages and FlowLearn about the order and flow of the meeting states.
Email HistoryHistory of Meeting Emails sent out to the Board
Meeting RemindersAutomatic reminders of upcoming meetings are sent to attendees.
Board Pack Read ReceiptsSee who has opened and viewed the Board Pack
The Meeting Page - OverviewThe Meeting Details page is where the details of a specific meeting are found.
Add a meetingHow to add a meeting into BoardPro
Meeting Cancellation NoticeHow to send an email notice when a meeting has been cancelled
Change the meeting locationHow to change the location of your meeting in the agenda.
Change the Date and/or Time of a MeetingHow to update a meeting date/time.
Meeting AttendeesFrom Adding to Updating -everything in one glance
My Board Member appears as "Attendee" on the AgendaMy Board Members are not showing as Board Members for the meeting
Add a guest and notes to the AgendaHow to list guests and attendance notes in your agenda.
Remote Meetings with BoardProAdd in the URL of the video meeting so that it is easier for attendees
How to Send a Meeting NoticeNeed to notify your attendees? Here’s how to send a meeting notice
Set Meeting Close TimeHow to set a close time when adding a meeting.
Edit the close time of a meetingHow to edit the end time for a meeting
Delete a MeetingHow to remove a meeting
Build an AgendaAfter you have added a Meeting, it is time to build the Agenda.
Clone/Copy an AgendaSave time by cloning the agenda of a previous meeting
The AgendaAn overview of BoardPro's Agenda Page
Agenda ItemsAn overview of a BoardPro Agenda Item
Add an Agenda ItemHow to add an new agenda item to a meeting
Add Presenters to an Agenda ItemHow to add presenters to an Agenda Item
Add a SectionHow to add a section to your agenda
Add an External Link to the AgendaAdd external links to an agenda item using the Description field.
Add in breaks/lunch to an agendaHow to add breaks or lunch to an agenda.
Add time to an Agenda ItemHow to add or edit time for a specific agenda item.
Appendices in the AgendaHow to use the governance documents to link additional reading to board packs
Attach Documents to the AgendaUpload supporting documents from your computer and attach them to the relevant agenda item.
Attach a Governance Document to an AgendaHow to copy a Governance Document to an Agenda Item
Can I delete an Agenda?Is it possible to delete an Agenda and start over?
How to Delete an Agenda Document in BoardProSteps to Delete a Document from an Agenda Item
Delete an Agenda SectionHow to delete an agenda section
Edit the Title of an Agenda ItemEdit an agenda item title
Edit the Draft AgendaSteps to Edit Your Agenda While It’s in Draft
Email the Draft agendaShare your draft agenda for review before it is published
How to send the official meeting notice and agendaSteps to email an official notice from BoardPro
Rebuild Draft AgendaHow to rebuild a Draft Agenda in BoardPro.
Remove Time from an Agenda ItemRemove the appointed time from an agenda item
Select Minutes to Be ConfirmedSelect past meeting minutes to confirm in the agenda
Agenda Description and Purpose FieldSetting clear meeting objectives
Introduction to Smart Agenda ItemsStreamlining Your Agenda with Smart Agenda Items
How to Add a Smart Agenda ItemHow to Re-add a Deleted Smart Agenda Item
Smart Agenda Item: Action ListEasily track and follow up on assigned actions from previous meetings
How to Remove Completed Actions from the AgendaHide actions marked as Done or Cancelled so they don’t appear in the Agenda or Board Pack
Smart Agenda Item: Confirm MinutesSimply link a past meeting to this meeting to automatically include the Minutes in this Board Pack
Smart Agenda Item: Interests RegisterManage and track board members’ interests with the Interests Register.
How to Publish the AgendaMake your agenda official and share it with meeting participants
Adding late documents while retaining annotations in the published agendaHow to update documents to the agenda after the board pack has been published
Build the Board PackHow to compile and review the Board Pack before distribution
Email the Board PackHow to send the Board Pack to the board members and other meeting attendees
Edit a Published AgendaHow to make Changes to the Agenda and Republishing the Board Pack
Agenda Change LogSee changes to the Agenda since it was last published
My document content overlaps with the margin in the BoardPackHow to remove header/footer overlap with document content in the BoardPack
Previous Versions of Agenda DocumentsWhere do I find copies of documents that have been added into BoardPro?
Roll back from Draft Minutes to Published AgendaHow to change the meeting stage back to an earlier state.
Documents not included in the Board Pack.Some documents can be quite tricky to manage when merging with other documents, here is how BoardPro will handle them
How to preserve annotations when making changes to a board packKeep your notes safe when replacing or republishing documents in a board pack.
How to replace a document in BoardPro without losing annotationsReplacing documents in your Board Pack while retaining notes
Take MinutesEasily capture notes, decisions, and actions in BoardPro
Notes in the MinutesUse Note feature to capture general discussion points during your board meeting
ActionsAdd an Action in the Minutes
DecisionsHow to add and edit decisions in the minutes.
Confirm Previous MinutesHow to confirm the Minutes using the Smart Agenda Item.
Add a link to your minutesAdd a link from your Governance Documents to your minutes
Auto-Save the Minutes in ProgressAutomatically save the Minutes while you are writing them
How to Delete a MinuteSteps to Delete a Minute - Action, Decision or note Entry
Edit Meeting Attendees in the MinutesHow to change the Minutes to show the actual attendance
How to Email Draft MinutesShare Draft Minutes by Email for Review and Collaboration
Format the MinutesClear formatting from existing content
Formatting TablesHow to format a table within an Agenda or Minutes
Minute Count on an Agenda ItemView the number of minutes documented per agenda item
Reassign a Minute to Another Agenda SectionRelocate a Minute to the Correct Agenda Item
How to Paste Text into Meeting MinutesHow to Avoid Formatting Issues When Pasting from Other Applications
View All Actions Created During a MeetingSee a Summary of All Actions from the Meeting
Managing minutes in BoardProGuide to managing, editing, and finalising meeting minutes in BoardPro
FAQs About Minute ConfirmationFrequently asked questions about confirming minutes in BoardPro.
Schedule Minutes for ConfirmationSteps to Schedule the Confirmation of Meeting Minutes for a Future Date
Minutes SigningLearn about the process of requesting signatures and signing your Minutes in BoardPro.
Minutes Confirmation: From Scheduling to ConfirmingSimple workflow from scheduling to confirming the minutes
Reverse Confirmed MinutesHow can I un-confirm previous Minutes?
How to change the person assigned to sign meeting minutesHow to change the person assigned to sign meeting minutes