TABLE OF CONTENTS
I. Introduction
I. Introduction
Minutes can only be created or edited by Organization Admins, Meeting Owners and Meeting Collaborators. If a Minutes button does not appear on a meeting page for a member assigned to take Minutes, this means an Admin needs to promote them to Collaborator. To learn how to do this, please see Related Articles.
Before Minutes are published, they can only be viewed by Organization Admins, Meeting Owner / Creators and Meeting Collaborators. After Minutes are published, they can be viewed by all invited admins, members, and observers. To learn how to publish Minutes, please see Related Articles.
Minutes are not provided to Guests by default. However, this document can optionally be sent to Guests during publication. To learn more about this option, please see Related Articles.
Minutes cannot contain file attachments.
II. Create Meeting Minutes
Minutes started from multi-day agendas compile the agenda items from all days into one, continuous list.
To create meeting minutes:
i. From Meeting Page
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click the Minutes tab
Click Start Minutes
Click Start from scratch or Start from the agenda
Start from scratch opens blank Edit Minutes field
Start from the agenda imports the current copy of the agenda into the Edit Minutes field
To add a new entry:
click +
Entry types drop down; click desired option
To learn more about each entry type, please see Related Articles
When done editing, click Finish and allow others to edit
ii. From Boardable Video
In Boardable Video, minutes can be created during the meeting.
To create meeting minutes in Boardable Video:
Join the Boardable Video conferencing session
To learn how to do this, please see Related Articles
Click the Minutes button (the button showing a pencil on paper) from the Meeting Content menu at the left side of the conferencing screen
Click Start from the agenda or Start from scratch
If minutes have not been created yet, select Start Minutes
Then select either Start from the Agenda or Start from Scratch
Click the + to get a drop-down menu
Click on a section that already exists or start typing
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. This version of Minutes is meant to function like a completely customizable option similar to most word documents.
To begin adding information:
Click on Start typing to reveal the +
Click the + to access the drop-down menu
Note: for more details on editing and making the most out of additional options, please refer to Related Articles.
Related Articles
Update Meeting Role: Learn how to change a user's meeting role.
Step-by-Step Guide to a Meeting Process: this is a guide to help navigate creating, managing, and running a meeting in Boardable
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
Minutes Signatures: learn how to add signatures to minutes
Join Boardable Video Conferencing Session: follow these steps to learn how to join a meeting using Boardable Video