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 ReceiptsGet a 'sneak peek' at who has 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
Changing 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
Send an email notice of a MeetingHow to send out a Meeting notice to the attendees
Set Meeting Close TimeHow to set a close time when adding a meeting.
Edit the close time of a meetingWhere can I edit/update the end time for a meeting?
Delete a MeetingHow to delete a Meeting
Building 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
Adding an Agenda ItemHow to add an new agenda item to a meeting
Add Presenters to an Agenda ItemHow to add presenters to an Agenda Item
Adding a Guest as a PresenterHow to add a guest to an agenda item as a presenter
Adding a SectionHow to add a section to your agenda
Adding an external link to the AgendaHow to add external links to your Agenda
Adding in breaks/lunch to an agendaHow to add in breaks or lunch to an agenda.
Adding 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/ appendixes for Board packs
Attach documents to the AgendaHow to upload documents from your computer to 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?
Delete an Agenda DocumentHow to delete a document from an agenda item
Deleting an Agenda SectionHow to delete an agenda section
Edit an Agenda Item titleWhere to write the title for an agenda item
Editing the Draft AgendaHow to edit your agenda while in the draft stage
Emailing the Draft Agenda for collaborationHow to collaborate on the draft agenda prior to publishing
Multi-day MeetingsHow to set an agenda over multiple days
Official notice of the Meeting and the AgendaHow to email an official notice from BoardPro
Rebuild Draft AgendaHow to rebuild a Draft Agenda in BoardPro
Removing time from an Agenda ItemHow to remove the appointed time from an agenda item.
Selecting Minutes to be ConfirmedHow to select previous minutes to be confirmed during the agenda stage
Setting the date for the next meetingHow do I set the date of the next meeting in BoardPro?
Agenda Description and Purpose FieldSetting clear meeting objectives
Introduction to Smart Agenda ItemsAutomatically improving your Agenda
Add a Smart Agenda ItemHow add one of the Smart Agenda Items if it's been deleted
Smart Agenda Item: Action ListThe Action List is a reminder of who will do what by when as requested by the board
How to remove Completed Actions from the AgendaRemoving Completed Actions that are marked as Done or Cancelled so they are not shown in the Agenda or BoardPack
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 RegisterSimplified best practice in managing the interests of board members and officers
Adding late documents to the Published AgendaAdding or updating 'late' documents to the agenda after the board pack has been published
Publish the AgendaSteps to take between drafting the agenda and taking the minutes
Building the Board PackHow to "build" and review the Board Pack before you send it out
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
Previous Versions of Agenda DocumentsWhere do I find copies of documents that have been added into BoardPro?
My document content overlaps with the margin in the BoardPackHow to remove header/footer overlap with document content in the BoardPack
Republishing an Agenda without changesHow to republish the agenda on demand which will also build a new board pack
Rolling 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
Take MinutesHow to take Meeting Minutes in BoardPro
Notes in the MinutesHow to add and edit notes to your minutes.
ActionsHow to add and edit an Action in the Minutes.
DecisionsHow to add and edit decisions in the minutes.
Confirming 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
Deleting a minuteHow to delete a note, decision or action item in the Minutes
Edit Meeting Attendees in the MinutesHow to change the Minutes to show the actual attendance
Email the Draft MinutesHow to email the Draft Minutes for collaboration
Formatting 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 the Agenda ItemEasily see how many minutes have been added to an agenda item
Moving a minute from one agenda point to anotherHow to move a minute
Pasting text into the MinutesFixing the formatting issues when pasting from another app
Summary of Actions created in a meetingWhere to find a summary of new actions that were added into a meeting.
FAQ's on Confirming MinutesCommon questions on confirming minutes
Scheduling Minutes for confirmationHow to schedule the minutes of a meeting to be confirmed at a later date.
Minutes SigningLearn about the process of requesting signatures and signing your Minutes in BoardPro.
Minutes Confirmation : From Scheduling to ConfirmationSimple workflow from scheduling to confirming the minutes