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Create Meeting Minutes

Learn how to create meeting minutes from the meeting page and from Boardable Video.

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Written by Jocelyn Gombos
Updated over a week ago


TABLE OF CONTENTS


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

  1. Navigate to the meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Minutes tab

  3. Click Start Minutes

  4. Click Start from scratch or Start from the agenda

    1. Start from scratch opens blank Edit Minutes field

    2. Start from the agenda imports the current copy of the agenda into the Edit Minutes field

  5. To add a new entry:

    1. click +

    2. Entry types drop down; click desired option

      1. To learn more about each entry type, please see Related Articles

  6. 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:

  1. Join the Boardable Video conferencing session

    1. To learn how to do this, please see Related Articles

  2. Click the Minutes button (the button showing a pencil on paper) from the Meeting Content menu at the left side of the conferencing screen

  3. Click Start from the agenda or Start from scratch

    1. If minutes have not been created yet, select Start Minutes

    2. Then select either Start from the Agenda or Start from Scratch

  4. Click the + to get a drop-down menu

    1. Click on a section that already exists or start typing

    2. For more information regarding the additional options, please refer to Related Articles

  5. 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:

  1. Click on Start typing to reveal the +

  2. 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.


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