BoardPro

Learn about the order and flow of the meeting states.

Meeting Stages and Flow

History of Meeting Emails sent out to the Board

Email History

Automatic reminders of upcoming meetings sent to the attendees

Meeting Reminders

Vicki van Eeghem

Kim Thibault

Khalid Ali

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

Meetings - From Building the Agenda to Confirming the Minutes

The Meeting Page - Overview

Add a meeting

How to list guests and attendance notes in your agenda.

Add a guest and notes to the agenda

How to send an email notice when a meeting has been cancelled

Meeting Cancellation Notice

How to change the location of your meeting in the agenda

Change the meeting location

If the date or time of your meeting changes, it is very easy to update it in BoardPro

Changing the Date and/or Time of a Meeting

Delete a Meeting

Where can I edit/update the end time for a meeting?

Edit the close time of a meeting

Where to find attendees listed for a meeting

Meeting Attendees

How to set your Board Members (and Chair) to appear correctly in the Agenda and Minutes.

My Board Member appears as "Attendee" on the Agenda

Meeting Time Zones

Add in the URL of the video meeting so that it is easier for attendees

Remote Meetings with BoardPro

How to send out a Meeting notice to the attendees

Send an email notice of a Meeting

How to set a close time when adding a meeting.

Set Meeting Close Time

Adding a Meeting

Building an agenda

Save time by cloning the agenda of a previous meeting

Clone/Copy an Agenda

The Agenda

Agenda Items

Adding an Agenda Item

Add a Presenter to an Agenda Item

How to add a guest to an agenda item as a presenter

Adding a Guest as a Presenter

Adding a Section

How to add external links to your Agenda and Minutes

Adding external links into BoardPro

How to add in breaks or lunch to an agenda.

Adding in breaks/lunch to an agenda

How to add or edit time for a specific agenda item

Adding time to an Agenda Item

How to use the governance documents to link additional reading/ appendixes for Board packs

Appendices in the Agenda

How to upload documents to the agenda from your computer

Attach documents to the agenda

How to copy a Governance Document to an Agenda Item

Attach a Governance Document to an Agenda

Is it possible to delete an Agenda and start over?

Can I delete an Agenda?

How to delete a document from an agenda item

Delete an Agenda Document

Deleting an Agenda Section

Where to write the title for an agenda item

Edit an Agenda Item title

How to edit your agenda while in the draft stage

Editing the Draft Agenda

How to collaborate on the draft agenda prior to publishing

Emailing the Draft Agenda for collaboration

Multi-day Meetings

How to email an official notice from BoardPro

Official notice of the Meeting and the Agenda

How to rebuild a Draft Agenda in BoardPro

Rebuild Draft Agenda

How to remove the appointed time from an agenda item.

Removing time from an Agenda Item

How to select previous minutes to be confirmed during the agenda stage

Selecting Minutes to be Confirmed

How do I set the date of the next meeting in BoardPro?

Setting the date for the next meeting

Draft Agenda

Introduction to Smart Agenda Items

How add one of the Smart Agenda Items if it's been deleted

Add a Smart Agenda Item

The Action Item List is a reminder of who will do what by when as requested by the board

Smart Agenda Item: Action Item List

Removing completed Actions so they are not shown in the Agenda or BoardPack

How to remove Actions that are Done from the Agenda

Simply link a past meeting to this meeting to automatically include the Minutes in this Board Pack

Smart Agenda Item: Confirm Minutes

Simplified best practice in managing the interests of board members and officers

Smart Agenda Item: Interests Register

Smart Agenda Items 

Steps to take between drafting the agenda and taking the minutes

Publish the Agenda

Adding or updating existing documents for the board pack

Adding late documents to the Published Agenda

How to "build" and review the Board Pack before you send it out

Building the Board Pack

How to send the Board Pack to the board members and other meeting attendees

Email the Board Pack

How to make Changes to the Agenda and Republishing the Board Pack

Edit a Published Agenda

See changes to the Agenda since it was last published

Agenda Change Log

Where do I find copies of documents that have been added into BoardPro?

Previous Versions of Agenda Documents

How to remove header/footer overlap with document content in the BoardPack

My document content overlaps with the margin in the BoardPack

How to republish the agenda on demand which will also build a new board pack

Republishing an Agenda without changes

How to change the meeting stage back to an earlier state.

Rolling back from Draft Minutes to Published Agenda

Spreadsheets can be quite tricky to manage when merging with other documents, here is how BoardPro will handle them

Spreadsheets and the Board Pack

Publishing the Agenda and Building the Board Pack

Take Minutes

How to add and edit notes to your minutes.

Notes in the Minutes

How to add and edit decisions in the minutes.

Decisions

How to add and edit an Action Items in the Minutes.

Actions

Automatically save the Minutes while you are writing them

Auto-Save the Minutes in Progress

How to confirm the Minutes using the Smart Agenda Item.

Confirming Previous Minutes

How to delete a note, decision or action item in the Minutes

Deleting a minute

How to change the Minutes to show the actual attendance

Edit Meeting Attendees in the Minutes

How to email the Draft Minutes for collaboration

Email the Draft Minutes

When I preview my minutes, the notes, decisions and actions don't look right.

Formatting the Minutes

How to format a table within an Agenda or Minutes

Formatting Tables

Easily see how many minutes have been added to an agenda item

Minute count on the Agenda Item

Moving a minute from one agenda point to another

Fixing the formatting issues when pasting from another app

Pasting text into the Minutes

How to list the Attendees in a specific order

Set the order of the Meeting Attendees

Where to find a summary of new actions that were added into a meeting.

Summary of Actions created in a meeting

Draft Minutes

Editing Minutes

What to do after you have finished the Draft Minutes

Finish the Draft Minutes

How to send the Action Item notice after a meeting

How to email Action Items

How to email minutes to the Board Members

How to email the Minutes

Minutes in Review

FAQ's on Confirming Minutes

How to schedule the minutes of a meeting to be confirmed at a later date.

Scheduling Minutes for confirmation

Confirming Minutes

Setting up a Formal Vote

How Minutes Takers can record the votes in BoardPro

Voting for the Minute Taker

Common questions about Voting in BoardPro

FAQ's on Voting

Voting

Missing attendees?

Reasons why a board member may not be on the list to email

Problems sending email to Board Members

Trouble Shooting

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