I. Meeting Saved, Not Published

When a meeting is created and saved (please refer to Related Articles for additional information on creating a meeting), that meeting is not published. It can only be viewed as follows:

In Boardable via the Unpublished tab on the Meetings list page
and ONLY...
By the Meeting Owner (the person who created it) and Organization Admins

The following banner will also appear at the top of the meeting page until the meeting is published.

II. Publish to Calendar Only

Publish to calendar only can be thought of as 'save the date'. By utilizing this option, the meeting invite is quickly sent out and added to members' calendars. This allows the meeting organizer more time to complete the agenda and add documents prior to fully publishing the meeting. Once the meeting is fully published, all invited members can access the agenda and other meeting information.

When using Find a Meeting Date, publishing to the calendar is crucial in order for invitees to provide feedback on best date / time options. Please refer to Related Articles for additional information.

If the meeting is published to calendar only, the Meeting Members and Meeting Observers can only do the following:

View meeting page - only showing date and time of meeting and Comments section
RSVP and update their own RSVP

Note: guests will only have the details from the initial notification once published to calendar.

To publish to the calendar only:

Navigate to the meeting page (if not already there - the meeting page is displayed immediately after pressing Save when creating the meeting)
1. Click Meetings from the Main Menu Panel
2. Click the Unpublished tab
3. Find the meeting and click on the name to open the meeting page
Click Publish Meeting from the orange banner at the top of the page
The Publish Meeting popup window will display
1. Ensure that Send email calendar invite has a checkmark next to it
2. Ensure that all invited members have a checkmark next to their name so that they will receive notification of the meeting
3. Ensure that any guests have a checkmark next to their name if notification should also be sent to them
4. Click Publish to publish the meeting to calendar and send invite notifications to all invited
5. Click Cancel to no longer publish the meeting
  1. Note for recurring meetings: there will be an additional section at the middle of the Publish Meeting pop up window so the user can choose if the publish should occur for just this meeting or for all future meetings in the series
When a calendar is published to calendar only, the following banner will be displayed at the top of the page

III. Publish Full Meeting

Organization Admins and Meeting Collaborators will have access to the meeting information and documentation prior to full publishing. However, all others invited will not have access to the agenda, supplemental documents, attendees, or other details until the meeting is fully published.

To fully publish a meeting:

Navigate to the meeting page
1. Via Meetings
  1. Click Meetings from the Main Menu Panel
  2. Find the meeting on the Upcoming Published tab if calendar published or Unpublished tab if fully unpublished and click on the name to open the meeting page
    Scroll down and click View More if necessary
Click Publish Meeting from the orange banner at the top of the page
The Publish Meeting window will pop-up
1. Ensure that Send email calendar invites is checked
2. Ensure that all intended invitees are listed at the bottom of the window
3. Click Publish to fully publish the meeting and send invite notifications to all invited
4. Click Cancel to no longer publish the meeting
  1. Note for recurring meetings: there will be an additional section at the middle of the Publish Meeting pop up window so the user can choose if the publish should occur for just this meeting or for all future meetings in the series

Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Create a Single Date Meeting: learn how Organization Admins, Members, and Group Admins can create a meeting for a single date
Create a Find a Date Meeting: create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option
Meeting Center: everything you need to know to run a more productive and efficient meeting
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
Next Steps:
- Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable
- Edit and Understand Recurring Meetings: learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings
- Agenda - Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around

TABLE OF CONTENTS

I. Meeting Saved, Not Published