Meeting Workflow - From Building the Agenda to Confirming the Minutes
For the Administrator, Board Secretary, Chair and Senior Executive Access Levels
By Rajit and 4 others5 authors92 articles
- 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
- 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
- DecisionsLearn how to add and edit Decisions in 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.
- 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