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 ReceiptsSee who has opened and viewed the Board Pack
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
Change 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
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 agendaHow to build an 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 a Guest as a PresenterHow to add a guest to an agenda item as a presenter
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 AgendaHow to add external links to your Agenda
Add in breaks/lunch to an agendaHow to add in 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 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?
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 ItemHow to Enter or Edit the Title of an Agenda Item
Edit the Draft Agenda in BoardProSteps to Edit Your Agenda While It’s in Draft
Email the Draft agendaSteps to share your draft agenda for review before it's published
Multi-day MeetingsSet Up an Agenda That Spans Several Days
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 ItemHow to Remove the Appointed Time from an Agenda Item
Select Minutes to be ConfirmedHow to Select Past Meeting Minutes to Confirm in the Agenda
Set the Date for the Next MeetingSteps to Set the Date for the Next Meeting in BoardPro
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
Building the Board PackHow to "build" and review the Board Pack before you send it out
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?
Republish the AgendaHow to republish the agenda and refresh the Board Pack instantly
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 preserve annotations when making changes to a board packBest practices to maintain annotations effectively
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
ActionsHow to add and edit 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 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 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
Pasting text into the MinutesFixing the formatting issues when pasting from another app
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
FAQ's about Minute ConfirmationHelp With Confirming Minutes: Frequently Asked Questions
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 unconfirm previous Minutes?
How to change the person assigned to sign meeting minutesHow to change the person assigned to sign meeting minutes