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Only the Meeting Owner or Collaborators can take minutes.

Taking Minutes using the Classic Minutes Maker Tool

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:

  • Next Item: TAB

  • Previous Items: SHIFT + TAB

  • Add Note: CTRL + ENTER

  • Add Task: ALT + ENTER

  • Add Decision: ALT + SHIFT + ENTER

In each line item/text box you can:

  • Take notes

  • Record a Decision

  • Assign a Task

Step 4: After each addition of text, click Save

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

[Note] Once your minutes are published, you can still go back and edit them.

Taking Minutes without Boardable's Minutes Maker Tool

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

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