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Meetings - From Building the Agenda to Confirming the Minutes
Meetings - From Building the Agenda to Confirming the Minutes
For those with Administrator, Board Secretary, Chair and Senior Executive Access Levels
86 articles in this collection
Written by
Kim Thibault,
Vicki van Eeghem,
and
Khalid Ali
Meeting Stages and Flow
Learn about the order and flow of the meeting states.
Written by
Kim Thibault
Updated over a week ago
Email History
History of Meeting Emails sent out to the Board
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
Adding a Meeting
The Meeting Page - Overview
Written by
Vicki van Eeghem
Updated over a week ago
Add a meeting
How to add a meeting into BoardPro
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 this week
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
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
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
Delete a Meeting
How to delete a Meeting
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
Meeting Attendees
Where to find attendees listed for a meeting
Written by
Kim Thibault
Updated over a week ago
My Board Member appears as "Attendee" on the Agenda
How to set your Board Members (and Chair) to appear correctly in the Agenda and Minutes.
Written by
Vicki van Eeghem
Updated over a week ago
Meeting Time Zones
How do I find a Meeting in My Time Zone?
Written by
Vicki van Eeghem
Updated over a week ago
Remote Meetings with BoardPro
Add in the URL of the video meeting so that it is easier for attendees
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
Set Meeting Close Time
How to set a close time when adding a meeting.
Written by
Vicki van Eeghem
Updated this week
Draft Agenda
Building an agenda
How to build an agenda
Written by
Vicki van Eeghem
Updated over a week ago
Clone/Copy an Agenda
Save time by cloning the agenda of a previous meeting
Written by
Vicki van Eeghem
Updated over a week ago
The Agenda
An overview of BoardPro's Agenda Page
Written by
Kim Thibault
Updated over a week ago
Agenda Items
An overview of a BoardPro Agenda Item
Written by
Vicki van Eeghem
Updated over a week ago
Adding an Agenda Item
How to add an agenda item to a meeting
Written by
Vicki van Eeghem
Updated over a week ago
Add a Presenter to an Agenda Item
How to add a presenter to an Agenda Item
Written by
Vicki van Eeghem
Updated over a week ago
Adding a Guest as a Presenter
How to add a guest to an agenda item as a presenter
Written by
Vicki van Eeghem
Updated over a week ago
Adding a Section
How to add a section to your agenda
Written by
Vicki van Eeghem
Updated over a week ago
Adding external links into BoardPro
How to add external links to your Agenda and Minutes
Written by
Vicki van Eeghem
Updated over a week ago
Adding in breaks/lunch to an agenda
How to add in breaks or lunch to an agenda.
Written by
Vicki van Eeghem
Updated over a week ago
Adding time to an Agenda Item
How to add or edit time for a specific agenda item
Written by
Vicki van Eeghem
Updated over a week ago
Appendices in the Agenda
How to use the governance documents to link additional reading/ appendixes for Board packs
Written by
Vicki van Eeghem
Updated over a week ago
Attach documents to the agenda
How to upload documents to the agenda from your computer
Written by
Vicki van Eeghem
Updated over a week ago
Attach a Governance Document to an Agenda
How to copy a Governance Document to an Agenda Item
Written by
Vicki van Eeghem
Updated over a week ago
Can I delete an Agenda?
Is it possible to delete an Agenda and start over?
Written by
Kim Thibault
Updated over a week ago
Delete an Agenda Document
How to delete a document from an agenda item
Written by
Vicki van Eeghem
Updated over a week ago
Deleting an Agenda Section
How to delete an agenda section
Written by
Vicki van Eeghem
Updated over a week ago
Edit an Agenda Item title
Where to write the title for an agenda item
Written by
Vicki van Eeghem
Updated over a week ago
Editing the Draft Agenda
How to edit your agenda while in the draft stage
Written by
Vicki van Eeghem
Updated over a week ago
Emailing the Draft Agenda for collaboration
How to collaborate on the draft agenda prior to publishing
Written by
Vicki van Eeghem
Updated over a week ago
Multi-day Meetings
How to set an agenda over multiple days
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
Rebuild Draft Agenda
How to rebuild a Draft Agenda in BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
Removing time from an Agenda Item
How to remove the appointed time from an agenda item.
Written by
Vicki van Eeghem
Updated this week
Selecting Minutes to be Confirmed
How to select previous minutes to be confirmed during the agenda stage
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
Smart Agenda Items
Introduction to Smart Agenda Items
Automatically improving your Agenda
Written by
Vicki van Eeghem
Updated over a week ago
Add a Smart Agenda Item
How add one of the Smart Agenda Items if it's been deleted
Written by
Vicki van Eeghem
Updated over a week ago
Smart Agenda Item: Action Item List
The Action Item List is a reminder of who will do what by when as requested by the board
Written by
Kim Thibault
Updated over a week ago
How to remove Actions that are Done from the Agenda
Removing completed Actions so they are not shown in the Agenda or BoardPack
Written by
Vicki van Eeghem
Updated over a week ago
Smart Agenda Item: Confirm Minutes
Simply link a past meeting to this meeting to automatically include the Minutes in this Board Pack
Written by
Kim Thibault
Updated over a week ago
Smart Agenda Item: Interests Register
Simplified best practice in managing the interests of board members and officers
Written by
Kim Thibault
Updated over a week ago
Publishing the Agenda and Building the Board Pack
Publish the Agenda
Steps to take between drafting the agenda and taking the minutes
Written by
Kim Thibault
Updated over a week ago
Building the Board Pack
How to "build" and review the Board Pack before you send it out
Written by
Vicki van Eeghem
Updated over a week ago
Email the Board Pack
How to send the Board Pack to the board members and other meeting attendees
Written by
Kim Thibault
Updated over a week ago
Edit a Published Agenda
How to make changes to an agenda after it has been published
Written by
Vicki van Eeghem
Updated over a week ago
Agenda Change Log
See changes to the Agenda since it was last published
Written by
Vicki van Eeghem
Updated over a week ago
Previous Versions of Agenda Documents
Where do I find copies of documents that have been added into BoardPro?
Written by
Vicki van Eeghem
Updated over a week ago
My document content overlaps with the margin in the BoardPack
How to remove header/footer overlap with document content in the BoardPack
Written by
Khalid Ali
Updated over a week ago
Republishing an Agenda without changes
How to republish the agenda on demand which will also build a new board pack
Written by
Kim Thibault
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
Spreadsheets and the Board Pack
Spreadsheets can be quite tricky to manage when merging with other documents, here is how BoardPro will handle them
Written by
Kim Thibault
Updated over a week ago
Draft Minutes
Take Minutes
How to take Meeting Minutes in BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
Notes in the Minutes
How to add and edit notes to your minutes.
Written by
Vicki van Eeghem
Updated over a week ago
Decisions
How to add and edit decisions in the minutes.
Written by
Vicki van Eeghem
Updated over a week ago
Actions
How to add and edit an Action Items in the Minutes.
Written by
Vicki van Eeghem
Updated over a week ago
Auto-Save the Minutes in Progress
Automatically save the Minutes while you are writing them
Written by
Kim Thibault
Updated over a week ago
Confirming Previous Minutes
How to confirm the Minutes using the Smart Agenda Item.
Written by
Vicki van Eeghem
Updated over a week ago
Deleting a minute
How to delete a note, decision or action item in the Minutes
Written by
Vicki van Eeghem
Updated over a week ago
Edit Meeting Attendees in the Minutes
How to change the Minutes to show the actual attendance
Written by
Vicki van Eeghem
Updated over a week ago
Email the Draft Minutes
How to email the Draft Minutes for collaboration
Written by
Vicki van Eeghem
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
Formatting Tables
How to format a table within an Agenda or Minutes
Written by
Vicki van Eeghem
Updated over a week ago
Minute count on the Agenda Item
Easily see how many minutes have been added to an agenda item
Written by
Vicki van Eeghem
Updated over a week ago
Moving a minute from one agenda point to another
How to move a minute
Written by
Vicki van Eeghem
Updated over a week ago
Pasting text into the Minutes
Fixing the formatting issues when pasting from another app
Written by
Kim Thibault
Updated over a week ago
Set the order of the Meeting Attendees
How to list the Attendees in a specific order
Written by
Vicki van Eeghem
Updated over a week ago
Summary of Actions created in a meeting
Where to find a summary of new actions that were added into a meeting.
Written by
Vicki van Eeghem
Updated over a week ago
Minutes in Review
Editing Minutes
How to edit the minutes of a meeting
Written by
Vicki van Eeghem
Updated over a week ago
Finish the Draft Minutes
What to do after you have finished the Draft Minutes
Written by
Vicki van Eeghem
Updated over a week ago
How to email Action Items
How to send the Action Item notice after a meeting
Written by
Vicki van Eeghem
Updated over a week ago
How to email the Minutes
How to email minutes to the Board Members
Written by
Vicki van Eeghem
Updated over a week ago
Confirming Minutes
FAQ's on Confirming Minutes
Common questions on confirming minutes
Written by
Vicki van Eeghem
Updated over a week ago
Scheduling Minutes for confirmation
How to schedule the minutes of a meeting to be confirmed at a later date.
Written by
Vicki van Eeghem
Updated over a week ago
Voting
Setting up a Formal Vote
How to add a formal vote to 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
FAQ's on Voting
Common questions about Voting in BoardPro
Written by
Vicki van Eeghem
Updated over a week ago
Trouble Shooting
Missing attendees?
How to add an attendee to a meeting
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