This guide steps through how to add a new meeting to your Board Connect.
1. Logged in to Board Connect as a Board Owner, Administrator, Secondary Administrator Click on the Add new meeting button
2. You will be presented with the Add new meeting dialog window
You have the following Tabs: General, Attendees, Permissions, Documents, Summary
Clicking Next Advances you through to the next tab, whereas clicking Cancel will close the window without saving your changes
3. In the General tab, enter in your information for
- Meeting Title
- Start & End Date & Time
- Meeting Location
- Meeting Description
- Draft meeting option – Select whether you want to create this meeting.
This option needs to be enabled in the Settings panel, otherwise you will not see this.
Draft meetings allow you to create the meeting, but not have the agenda details visible until you are ready to approve and publish the meeting.
This option also gives you the opportunity assign individual permissions for non-board member users to contribute to Agenda Item details in preparation.
In the Attendees tab, enter in your information for
- Meeting Owner – User Name
- Required attendees – User Name
- Guests (optional) – Email addresses, separated with a semicolon (;) in between each
External meeting guests can be added using Email addresses. - Optional Attendees – User Name
In the Permissions tab, select whether you want:
- This meeting to be able to managed by everyone (Includes Board administrators, secondary administrators, board members; but excludes board observers)
- The meeting to be able to be managed only by Board Administrators, secondary administrators & meeting organizer.
In the Documents tab, you can select meeting minutes from a prior meeting to include in this one to allow board members to read & refer to.
In the Summary tab, you will be presented the details of all the details you have selected or entered for this meeting to review.
Any mandatory fields that haven’t had any information input will appear in Red.
At this point, you can click on any tab to go back and change details if required.
If you click Save it will create the meeting.
If you click Cancel, it will close the dialog box and you will lose all of your entered information.
The meeting should now appear in your Board Connect Home screen under the Meetings panel > Upcoming meetings.