Getting Ready for a Meeting
In this lesson, we'll walk you through:
Click the Create New Meeting button. A popup will appear prompting you to enter meeting details:
Click Create. A new entry like the one below will be generated.
Upon creating a meeting, the chosen agenda template instantly becomes the draft agenda. If you don't select a specific template, the default one will be applied. Customize the template to tailor it for your meeting.
Draft minutes are auto-generated when a meeting is initiated. If you're the recording secretary, you'll see an editable view.
The agenda will be displayed in the left column, with each agenda item as a clickable link. Attendees such as directors and staff are auto-added, with checkboxes for tracking attendance.
Agenda items act as jump links — click one to jump directly to its section.
To add non-regular attendees like auditors, type their name and hit Add Attendee.
Click Call to Order to commence the meeting, but only do this once the meeting begins. You can also add comments in the provided textbox.
How to send a notification
