Meetings - From Building the Agenda to Confirming the Minutes

For those with Administrator, Board Secretary, Chair and Senior Executive Access Levels

Kim Thibault avatar Vicki van Eeghem avatar Khalid Ali avatar
86 articles in this collection
Written by Kim Thibault, Vicki van Eeghem, and Khalid Ali
Adding a Meeting

The Meeting Page - Overview

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Add a meeting

How to add a meeting into BoardPro
Vicki van Eeghem avatar
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.
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated this week

Meeting Cancellation Notice

How to send an email notice when a meeting has been cancelled
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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
Vicki van Eeghem avatar
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
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Written by Vicki van Eeghem
Updated over a week ago

Delete a Meeting

How to delete a Meeting
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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?
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Written by Vicki van Eeghem
Updated over a week ago

Meeting Attendees

Where to find attendees listed for a meeting
Kim Thibault avatar
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.
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Meeting Time Zones

How do I find a Meeting in My Time Zone?
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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
Kim Thibault avatar
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
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Set Meeting Close Time

How to set a close time when adding a meeting.
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Written by Vicki van Eeghem
Updated this week
Draft Agenda

Building an agenda

How to build an agenda
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Written by Vicki van Eeghem
Updated over a week ago

Clone/Copy an Agenda

Save time by cloning the agenda of a previous meeting
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Written by Vicki van Eeghem
Updated over a week ago

The Agenda

An overview of BoardPro's Agenda Page
Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

Agenda Items

An overview of a BoardPro Agenda Item
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Written by Vicki van Eeghem
Updated over a week ago

Adding an Agenda Item

How to add an agenda item to a meeting
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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
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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
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Written by Vicki van Eeghem
Updated over a week ago

Adding a Section

How to add a section to your agenda
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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
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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.
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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
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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
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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
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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
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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?
Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

Delete an Agenda Document

How to delete a document from an agenda item
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Written by Vicki van Eeghem
Updated over a week ago

Deleting an Agenda Section

How to delete an agenda section
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Written by Vicki van Eeghem
Updated over a week ago

Edit an Agenda Item title

Where to write the title for an agenda item
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Written by Vicki van Eeghem
Updated over a week ago

Editing the Draft Agenda

How to edit your agenda while in the draft stage
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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
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Written by Vicki van Eeghem
Updated over a week ago

Multi-day Meetings

How to set an agenda over multiple days
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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
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Written by Vicki van Eeghem
Updated over a week ago

Rebuild Draft Agenda

How to rebuild a Draft Agenda in BoardPro
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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.
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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
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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?
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Written by Vicki van Eeghem
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
Kim Thibault avatar
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
Vicki van Eeghem avatar
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
Kim Thibault avatar
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
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Agenda Change Log

See changes to the Agenda since it was last published
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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?
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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
Khalid Ali avatar
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
Kim Thibault avatar
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.
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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
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Written by Kim Thibault
Updated over a week ago
Draft Minutes

Take Minutes

How to take Meeting Minutes in BoardPro
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Written by Vicki van Eeghem
Updated over a week ago

Notes in the Minutes

How to add and edit notes to your minutes.
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Written by Vicki van Eeghem
Updated over a week ago

Decisions

How to add and edit decisions in the minutes.
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Written by Vicki van Eeghem
Updated over a week ago

Actions

How to add and edit an Action Items in the Minutes.
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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
Kim Thibault avatar
Written by Kim Thibault
Updated over a week ago

Confirming Previous Minutes

How to confirm the Minutes using the Smart Agenda Item.
Vicki van Eeghem avatar
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
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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
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Written by Vicki van Eeghem
Updated over a week ago

Email the Draft Minutes

How to email the Draft Minutes for collaboration
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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.
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Written by Vicki van Eeghem
Updated over a week ago

Formatting Tables

How to format a table within an Agenda or Minutes
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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
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Written by Vicki van Eeghem
Updated over a week ago

Moving a minute from one agenda point to another

How to move a minute
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Written by Vicki van Eeghem
Updated over a week ago

Pasting text into the Minutes

Fixing the formatting issues when pasting from another app
Kim Thibault avatar
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
Vicki van Eeghem avatar
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.
Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago