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Meeting Workflow - From Building the Agenda to Confirming the Minutes

For the Administrator, Board Secretary, Chair and Senior Executive Access Levels

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 sent to the attendees
Board Pack Read ReceiptsGet a 'sneak peek' at who has viewed the Board Pack
Board Pack Read Receipts - New UISee who has opened and viewed the Board Pack
Actions - New UIHow to add and edit an Action in the Minutes.
How to email Action notices - new UIHow to send the Action notices after a meeting
Email History - New UIHistory of Meeting Emails sent out to the Board
Meeting Reminders - new UIAutomatic reminders of upcoming meetings sent to the attendees
The Meeting Page - Overview - new UI
Add a meeting - new UIHow to add a meeting into BoardPro
Change the meeting location - New UIHow to change the location of your meeting in the agenda
Remote Meetings with BoardPro - new UIAdd in the URL of the video meeting so that it is easier for attendees
Set Meeting Close Time - new UIHow to set a close time when adding a meeting.
Edit the close time of a meeting - New UIHow to edit the end time for a meeting
Agenda Items - new UIAn overview of a BoardPro Agenda Item
Adding an external link to the Agenda - new UIHow to add external links to your Agenda
Adding in breaks/lunch to an agenda - new UIHow to add in breaks or lunch to an agenda.
Appendices in the Agenda - new UIHow to use the governance documents to link additional reading to board packs
Building an agenda - new UIHow to build an agenda
Adding a Meeting

The Meeting Page - Overview
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
Changing the Date and/or Time of a MeetingIf the date or time of your meeting changes, it is very easy to update it in BoardPro
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
Send an email notice of a MeetingHow to send out a Meeting notice to the attendees
Set Meeting Close TimeHow to set a close time when adding a meeting.
Edit the close time of a meetingWhere can I edit/update the end time for a meeting?
Delete a MeetingHow to delete a Meeting
How to Send a Meeting Notice – new UINeed to notify your attendees? Here’s how to send a meeting notice
My Board Member appears as "Attendee" on the Agenda - new UIMy Board Members are not showing as Board Members for the meeting
Changing the Date and/or Time of a Meeting - new UIIf the date or time of your meeting changes, it is very easy to update it in BoardPro
Delete a Meeting - new UIHow to remove a meeting
Meeting Cancellation Notice - new UIHow to send an email notice when a meeting has been cancelled
Draft Agenda

Building an agendaHow to build an agenda
Clone/Copy an AgendaSave time by cloning the agenda of a previous meeting
The Agenda - new UIAn overview of BoardPro's Agenda Page
Agenda ItemsAn overview of a BoardPro Agenda Item
Adding an Agenda ItemHow to add an new agenda item to a meeting
Add Presenters to an Agenda Item - new UIHow to add presenters to an Agenda Item
Adding a Guest as a PresenterHow to add a guest to an agenda item as a presenter
Adding a SectionHow to add a section to your agenda
Adding an external link to the AgendaHow to add external links to your Agenda
Adding in breaks/lunch to an agendaHow to add in breaks or lunch to an agenda.
Adding 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/ appendixes for Board packs
Attach documents to the Agenda - new UIUpload supporting documents from your computer into the agenda
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?
Delete an Agenda DocumentHow to delete a document from an agenda item
Deleting an Agenda SectionHow to delete an agenda section
Edit an Agenda Item titleWhere to write the title for an agenda item
Editing the Draft AgendaHow to edit your agenda while in the draft stage
Emailing the Draft Agenda for collaborationHow to collaborate on the draft agenda prior to publishing
Multi-day MeetingsHow to set an agenda over multiple days
Official notice of the Meeting and the AgendaHow to email an official notice from BoardPro
Rebuild Draft AgendaHow to rebuild a Draft Agenda in BoardPro
Removing time from an Agenda ItemHow to remove the appointed time from an agenda item.
Selecting Minutes to be ConfirmedHow to select previous minutes to be confirmed during the agenda stage
Setting the date for the next meetingHow do I set the date of the next meeting in BoardPro?
Agenda Description and Purpose FieldSetting clear meeting objectives
Can I delete an Agenda? - new UIIs it possible to delete an Agenda and start over?
Rebuild Draft Agenda - new UIHow to rebuild a Draft Agenda in BoardPro
How to Delete an Agenda Document in BoardPro - new UISteps to Delete a Document from an Agenda Item
Deleting an Agenda Section - new UIHow to delete an agenda section
Edit the Title of an Agenda Item - new UIHow to Enter or Edit the Title of an Agenda Item
Edit the Draft Agenda in BoardPro - new UISteps to Edit Your Agenda While It’s in Draft
Emailing the Draft agenda - new UISteps to share your draft agenda for review before it's published
Scheduling Meetings Over Multiple Days - new UISet Up an Agenda That Spans Several Days
How to send the official meeting notice and agenda - new UISteps to email an official notice from BoardPro
Removing Time from an Agenda Item - new UIHow to Remove the Appointed Time from an Agenda Item
Setting the Date for the Next Meeting - new UISteps to Set the Date for the Next Meeting in BoardPro
Agenda Description and Purpose Field - new UISetting clear meeting objectives
Selecting Past Meeting Minutes to Confirm - new UIHow to Select Past Meeting Minutes to Confirm in the Agenda
Clone/Copy an Agenda - new UISave time by cloning the agenda of a previous meeting
Publishing the Agenda and Building the Board Pack

Adding late documents to the Published AgendaAdding or updating 'late' documents to the agenda after the board pack has been published
Publish the AgendaSteps to take between drafting the agenda and taking the minutes
Building the Board PackHow to "build" and review the Board Pack before you send it out
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
Previous Versions of Agenda DocumentsWhere do I find copies of documents that have been added into BoardPro?
My document content overlaps with the margin in the BoardPackHow to remove header/footer overlap with document content in the BoardPack
Republishing an Agenda without changesHow to republish the agenda on demand which will also build a new board pack
Rolling 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 Publish the Agenda - new UIMake your agenda official and share it with meeting participants
Building the Board Pack - new UIHow to compile and review the Board Pack before distribution
Email the Board Pack - new UIHow to send the Board Pack to the board members and other meeting attendees
Republishing an Agenda without changes - new UIHow to republish the agenda and refresh the Board Pack instantly
Edit a Published Agenda - new UIHow to make Changes to the Agenda and Republishing the Board Pack
Agenda Change Log - new UISee changes to the Agenda since it was last published
Rolling back from Draft Minutes to Published Agenda - New UIHow to change the meeting stage back to an earlier state.
Adding late documents to the Published Agenda (NEW UI)How to update documents to the agenda after the board pack has been published
Draft Minutes

Take MinutesHow to take Meeting Minutes in BoardPro
Notes in the MinutesHow to add and edit notes to your minutes.
ActionsHow to add and edit an Action in the Minutes.
DecisionsHow to add and edit decisions in the minutes.
Confirming Previous Minutes - new UIHow 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
Deleting a minuteHow to delete a note, decision or action item in the Minutes
Edit Meeting Attendees in the MinutesHow to change the Minutes to show the actual attendance
Email the Draft MinutesHow to email the Draft Minutes for collaboration
Formatting the MinutesWhen I preview my minutes, the notes, decisions and actions don't look right.
Formatting TablesHow to format a table within an Agenda or Minutes
Minute count on the Agenda ItemEasily see how many minutes have been added to an agenda item
Moving a minute from one agenda point to anotherHow to move a minute
Pasting text into the MinutesFixing the formatting issues when pasting from another app
How to Email Draft Minutes - new UIShare Draft Minutes by Email for Review and Collaboration
Minute Count on an Agenda Item - new UIView the number of minutes documented per agenda item
Take Minutes - new UIEasily capture notes, decisions, and actions in BoardPro
How to Delete a Minute - new UISteps to Delete a Minute - Action, Decision or note Entry
Capturing Notes in the Minutes - new UIUse Note feature to capture general discussion points during your board meeting
Reassigning a Minute to Another Agenda Section - new UIRelocate a Minute to the Correct Agenda Item
Decisions - new UIHow to add and edit decisions in the minutes.
Add a link to your minutes - new UIAdd a link from your Governance Documents to your minutes
Edit Meeting Attendees in the Minutes - new UIHow to change the Minutes to show the actual attendance
Formatting the Minutes - new UIWhen I preview my minutes, the notes, decisions and actions don't look right.
Formatting Tables - new UIHow to format a table within an Agenda or Minutes
How to Paste Text into Meeting Minutes - new UIHow to Avoid Formatting Issues When Pasting from Other Applications
View All Actions Created During a Meeting - new UISee a Summary of All Actions from the Meeting
Finish the Draft Minutes - new UINext Steps After Completing the Draft Minutes