TABLE OF CONTENTS
I. Edit Meeting Minutes
To edit meeting minutes:
i. From Meeting Page
Navigate to the meeting page
Click Edit Minutes
Click on the lock icon to get started
Click the + to get a drop-down menu for additional options
To reveal the plus sign
Click where it says Start typing... or
Click on a section that already exists or
Click anywhere at the bottom of the page
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 back the ability for others to make updates
ii. From Spotlight
To edit meeting minutes in Spotlight:
Navigate to the meeting page
Click the Join Meeting button
This button can be clicked at anytime, it does not need to be at meeting date or time
Click the edit icon
Click on the lock icon to get started
Click the + to get a drop-down menu
To reveal the plus sign
Click where it says Start typing... or
Click on a section that already exists or
Click anywhere at the bottom of the page
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 back the ability for others to make updates
II. Indent or Outdent a Section
This option is not available for every section - just the outline entries - if unsure, click the section menu (4 dots), when the section is selected, to view the options for that section.
To indent or outdent:
Click on the desired section
Click on the 4 dots that appear in the upper right of the section
Choose the image on the left to indent or the image on the right to outdent
There can be up to 2 levels of indent
III. Other Formatting Options
There are several options for formatting the meeting minutes to create a final document that works best for the organization. Here are some useful tips and formatting options.
Note: please refer to Related Articles for more details regarding these and additional options available in meeting minutes, such as recording decisions and votes.
Add Header with Meeting Information
Click the + for the drop-down menu, then scroll down and click Meeting Info
This will add the following:
Name of the organization as a large header
Title of the meeting as a smaller header
Date and time of the meeting in plain text
If this option was selected and the header added in an undesired location - please refer to Move Location of a Section
If the heading sizes or meeting information is not displayed as desired, consider adding headings that can be edited and displayed in various sizes (see Add Headings)
Add Headings
Click the + for the drop-down menu, then scroll down and click Heading
Type a heading name and choose the section menu (4 dots) to determine the size of the heading (H1 through H6)
If the heading shows blank at first, there may be a refresh issue - close the minutes and re-open them to display and edit the new heading
Add Outline Entry
Click the + for the drop-down menu, then scroll down and click Outline Entry
This will add an entry that follows the same numbering as previous entries or start at number one if starting from scratch.
Add Blank Line / Space
Click the + for the drop-down menu, then click Text
Press the space bar on your keyboard to create a space - this will now create a blank line between the two sections
Add Page Break
Click the + for the drop-down menu, then click Page Break
This will result in the following being added to the document, which will create a new page from that spot when the PDF is created
IV. Move Location of a Section
To move the location of a section:
Click on the section to move
Click on the section menu (4 dots) that appear in the upper right of the section
Click the up or down arrows that appear in the drop-down to move the section up or down within minutes
V. Delete a Section
To delete a section:
Click on the section to delete
Click the 4 dots that appear in the upper right corner of the section
Click the X that appears in the drop-down
Important Note: all of the information that is highlighted, when the section is selected, will be permanently deleted.
Click the X again after it turns red to permanently delete the section
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):
Create Meeting Minutes: learn how to create meeting minutes from the meeting page and from Boardable Spotlight
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