How to Take Minutes with BoardSpace
The Recording Secretary (RS) is the only person who can create and edit minutes. Only one user can be the RS at a time.
Go to Meetings and click Start Meeting:
Recording Secretaries see an editable SMART minutes view. If you don't see it, you are not set as the RS.
Click on the Meeting Details section and click the attendance button:
Go to the Call to Order section and click:
Click Yes to confirm using the current time, or set it manually by clicking the checkbox.
Go to Approve Agenda. Select the directors who move and second the motion, then click Approved.
As the meeting progresses, add text boxes, motions, or actions. It's best to add these items before the meeting starts.
For each motion, choose the directors who move and second it from the dropdowns.
If using this module, select a date and time for the next meeting, choose a meeting type, and add a title and location.
Go to Adjournment. Select the directors who move and second the motion to adjourn:
The system records the current time automatically, or you can enter it manually. Confirm Yes — the meeting is adjourned.
Click a blue bubble to open the side panel for comments and notes:
- Comments — public; visible to the board and managers.
- My Notes — private; visible to you only.
Add a comment or note — click 
Edit — click the 
Reply — click the 