I. Create Meeting Minutes

i. From Meeting Page
ii. From Spotlight

II. Starting from Scratch

I. Create Meeting Minutes

Minutes can be started and taken from the meeting page or during a Spotlight meeting. Only Meeting Owners and Meeting Collaborators have access to minutes.

To create meeting minutes:

i. From Meeting Page

Note: in order to Take Minutes from the meeting page, an Agenda must exist.

Navigate to the meeting page
Click Take Minutes
1. If Take Minutes is not available, create an agenda, then click Take Minutes
Click Start from the agenda or Start from scratch
Click on the lock icon to get started
Click the + to get a drop-down menu for additional options
1. To reveal the plus sign
  1. Click where it says Start typing... or
  2. Click on a section that already exists or
  3. Click anywhere at the bottom of the page
2. For more information regarding the additional options, please refer to Related Articles
When finished editing, click Only you can edit or Return to Meeting at the top of the page - this will gives others the ability to make updates

ii. From Spotlight

In Boardable Spotlight, minutes can be created during the meeting.

To create meeting minutes in Spotlight:

Navigate to the meeting page
Click the Join Meeting button
Click the edit icon
Click Start from the agenda or Start from scratch
1. If minutes have not been created yet,
Click on the lock icon to get started
Click the + to get a drop-down menu
1. To reveal the plus sign
  1. Click where it says Start typing... or
  2. Click on a section that already exists or
  3. Click anywhere at the bottom of the page
2. For more information regarding the additional options, please refer to Related Articles
When finished editing, click Only you can edit at the top of the page - this will gives others the ability to make updates

II. Starting from Scratch

If Start from Scratch was selected when creating minutes, the meeting minutes will be empty.

To begin adding information:

Click on Start typing to reveal the +
Click the + to access the drop-down menu
Suggestions to get started are displayed in the image below

Note: for more details on editing and making the most out of additional options, please refer to Related Articles.

Step-by-Step Guide to a Meeting Process: this is a guide to help navigate creating, managing, and running a meeting in Boardable
More on Minutes (free-form):
- Edit / Format Meeting Minutes: learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)
- Meeting Minutes - Additional Options: learn about all of the options available through the plus icon within free-form meeting minutes
- Attendance in Meeting Minutes: learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after
- Publish Meeting Minutes: learn how to publish free-form minutes through the meeting page or through Spotlight

Create Meeting Minutes

TABLE OF CONTENTS