I. Introduction to Follow Up Meetings

II. How To Create Follow Up Meeting

III. Start Agenda from Previous Meeting

I. Introduction to Follow Up Meeting

A Follow Up Meeting is a meeting (or meeting series) which can automatically share an agenda and title with another, earlier meeting.

Follow Up Meeting pages display the following details from the original meeting:

A link to the meeting page
Title
Date
Time
Minutes PDF (if previous meeting's Minutes are published)
Tasks created from the previous meeting page
- If no tasks were created from the previous meeting page, this button appears only if Minutes are published
Number of tasks created from the previous meeting page
Number of tasks attached

This can be useful in cases where all planned discussion points are not reviewed during the original meeting.

II. How to Create a Follow Up Meeting

Notes:

Follow Up Meetings can be created by organization admins, the source meeting's creator, and the source meeting's collaborators
Copy agenda selection cannot be edited after meeting is saved
Guests (people who are not added to the organization) can only be added to the invite list after the Follow Up Meeting is saved
- To learn how to do this, please see Related Articles

To create a follow up meeting:

Navigate to the desired original meeting page
1. To learn how to do this, please see Related Articles
Click More actions
Click Create Follow Up Meeting
1. Follow up meeting menu opens
Complete the following fields:
1. Copy agenda
  1. Enable this option to let the agenda creator copy the source meeting's agenda
2. Web Conference
  1. There are four video options; Spotlight is selected by default; click the appropriate option for this meeting
    Spotlight: Boardable's Spotlight Video conferencing
    Zoom: Boardable Spotlight with Zoom (integrate Zoom)
    Custom: Provide a link to the attendees for another video platform (including Zoom if not integrated)
    No Video: not a video conference
3. Hide remote RSVP option
  1. Enable this option to let invitees choose from the following RSVP options
    Yes
    No
    Maybe
  2. Disable this option to let invitees choose from the following RSVP options
    Yes
    Yes — Remote
    No
    Maybe
4. Location
  1. Add a physical address for the location of the meeting if applicable
  2. Add conference call information if applicable
5. Description
  1. Enter a description for the meeting
6. Meeting Type
  1. Choose between the options below:
    Single-date meeting
    Default selection
    Multi-day meeting
    Recurring meeting series
    Find a meeting date
    To learn how to use alternate options, please see Related Articles
7. Date
  1. Enter the desired date for the meeting - click in the Date box to view a calendar and select a date
8. From and To times
  1. Click the down arrow to open the drop down and select your time
  2. After entering the from time, the to time will automatically default to 1 hour later - adjust as appropriate
9. Timezone
  1. This field defaults to the timezone set in the meeting creator's user settings
  2. Click the dropdown containing this timezone to see other options; click preferred option
Click Continue
Add users to the invite list for the Follow Up Meeting:
1. To invite individual admins, members, or observers:
  1. Click on the text box labeled Type a person's name
  2. Type the name of an individual person
  3. Matching display names of users in the organization drop down from the menu beneath this, alongside their profile picture if any exists
  4. Click the name of the desired invitee from this menu
2. To invite all members of a group:
  1. Click the text box labeled Type a person's name
    List of groups drop down
  2. Click the title of the group whose members should be added to the meeting
    List of group members populates beneath People heading
3. Guests (people who are not added to the organization) can only be added to Follow Up Meetings after they are saved; to learn how to do this, please see Related Articles
Click Save
Follow Up Meeting is saved, and not yet published
1. To learn how to publish this meeting, please see Related Articles

III. Start Agenda From Previous Meeting

Note: copy agenda must be enabled during Follow Up Meeting creation in order to start agenda from previous meeting

If Copy Agenda is enabled during Section II, Step 4, the source meeting's agenda is copied to the Follow Up Meeting via the steps below.

Navigate to the Follow Up Meeting page
1. To learn how to do this, please see Related Articles
Click Agenda
Click Start With Last Meeting's Agenda
1. Source meeting's agenda is copied to Follow Up Meeting's Agenda tab
2. Edit / build new items as needed
  1. To learn how to do this, please see Related Articles

Invite / Remove People from Meetings: Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable.
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.
Create a Multi-Day Meeting: Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day.
Create a Recurring Meeting: Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings.
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.
Publish a Meeting: Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting.
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