Meetings - From Building the Agenda to Confirming the Minutes

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

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

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

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

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

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

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

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

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

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