TABLE OF CONTENTS
I. Introduction
I. Introduction
Attendance can be noted in a meeting's Minutes using the attendance Minutes entry.
Attendance in the Minutes and on the Meeting Page are synced. An invitee set as Present in the Minutes is also set as Present on the meeting page. An invitee set as Not Present in the Minutes is also set as Absent on the meeting page. Likewise, attendance statuses set on the meeting page are carried over to the Minutes attendance entry.
In the Edit Minutes view, this entry includes the following details:
The name and profile picture of each invitee, separated into two vertically spaced lists (users and guests)
A notes section beneath each invitee
A dropdown beside each invitee to note their attendance
Attendance statuses set on the meeting page auto-populate this field; a person who is set to present on the meeting page is automatically set to present in the Minutes
In the PDF view, this entry displays invitee names and custom notes, divided into six lists:
Present members, if any
All observers, members, and admins marked as Present in the Edit Minutes view
Absent members, if any
All observers, members, and admins marked as Not Present in the Edit Minutes view
Member notes, if any
Custom notes added to the attendance of observers, members, and admins
Present guests, if any
All guests marked as Present in the Edit Minutes view
Absent guests, if any
All guests marked as Not Present in the Edit Minutes view
Guest notes, if any
Custom notes added to the attendance of guests
II. Take Attendance in Minutes
To add attendance to Minutes:
Navigate to the Edit Minutes view of Minutes for the desired meeting
To learn how to do this, please see Related Articles
Click + to the left of a blank Minutes entry
Entry type options drop down
Click Attendance from these options
Attendance entry is added
Click the dropdown to the right of an invitee name
Click desired attendance option, from: Present, Present (remote), or Not present
The Minutes and meeting page are both updated with the selected option
III. Edit Attendance in Minutes
To edit attendance in Minutes after adding it:
Navigate to the Edit Minutes view of Minutes for the desired meeting
To learn how to do this, please see Related Articles
Look for the Attendance entry, which begins with the heading Member Attendance
Click the dropdown next to the desired invitee's name
Click desired attendance option, from: Present, Present (remote), or Not present
The Minutes and meeting page are both updated with the selected option
Related Articles
General Meeting Info
Navigate to Boardable Meeting Page: learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
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:
Create Meeting Minutes: learn how to create meeting minutes from the meeting page and from Boardable Spotlight
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
Publish Meeting Minutes: learn how to publish free-form minutes through the meeting page or through Spotlight
More on Attendance
Take Attendance on the Meeting Page: learn how to take attendance on the meeting page and what it is used for