If you are on an Essentials or Professional plan, please go to

Create Meeting Minutes.

Only the Meeting Owner or Collaborators can take minutes.

Step 1: Build an Agenda for your meeting. If an Agenda is already built, please proceed to Step 2.

Step 2: Click Take Minutes on the right side of the screen.

Step 3: Begin adding text under your Agenda items.

Note: if there is a desire to re-order the sections, re-order them in the agenda and the change will carry through to the minutes.

To speed up the note-taking process, use our built-in keyboard shortcuts:

In each line item/text box you can:

Step 4: After each addition of text, click Save

Step 5: Click the Publish Minutes button in the top right

If you would like to create minutes outside of Boardable, that's okay! You can still upload minutes to a meeting without the Minutes Maker Tool.

Step 1: Navigate to the meeting you want to add minutes to

Step 2: Scroll down to the Documents section

Step 3: Upload your minutes from your computer, the Document Center, or a file sharing service (Dropbox, Google Drive, or OneDrive) by clicking the appropriate icon:

Tags: Classic Minutes Maker, Meeting Summary, Minutes, Meetings