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Follow Up Meetings
Follow Up Meetings

Learn what a follow up meeting is and how to create one.

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over 3 months ago

TABLE OF CONTENTS

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 create a follow up meeting:

  1. Navigate to the desired original meeting page

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

  2. Click More actions

  3. Click Create Follow Up Meeting

    1. Follow up meeting menu opens

  4. Complete the following fields:

    1. Copy agenda

      1. Enable this option to let the agenda creator copy the source meeting's agenda

    2. Meeting Details

      • Title

      • Description

      • Meeting owner

      • Easy Access Dashboard

        • To learn more about Easy Access Dashboard, please see Related Articles

        • Easy Access dashboard can only be enabled during meeting creation; it cannot be added afterwards

    3. Date and Time

      • Meeting type

        • Defaults to Single-date

      • Scheduling poll

      • Timezone

        • Defaults to the timezone selected in the user's settings; to change, click this subfield, dropping down options, then click desired option

        • To learn more about timezones in Boardable, please see Related Articles

      • Date (required)

        • Click into text box; date picker expands

        • Click desired date from date picker

      • Start time (required)

        • Click subfield; times drop down, in increments of 15 minutes

        • Click desired start time

      • End time (required)

        • Click subfield; times drop down, in incrememts of 15 minutes

        • Click desired end time

    4. Location and Video

      • Location

      • Video; defaults to Boardable Video

        • To use Zoom integration, click Other video

        • To use a custom video conferencing option at a self-provided URL:

          • Click Other video

          • Click field beneath Third Party Video Service to drop down options

          • Click Other from this drop down

          • List the external video conferencing URL in the text box beneath this

        • To remove video conferencing from the meeting, click No video

    5. Invitees

      • Add Boardable admins, observers, and members to meeting

      • To add all members of group

        • Click desired group title beneath Quick Add or

        • Type group title in Search groups and people text box

        • Click group title from the menu beneath this

      • To add individuals, type their display name in Search groups and people, then click their name from the menu beneath this

    6. Guests

      • Add people who do not have Boardable accounts to the meeting; to learn more about guests, please see Related Articles

        • To add a guest recently invited to another meeting, click their email address from the Recently added list

        • To add a guest with no recent invite history:

          • Type guest's email address in the Enter email address text box

          • Click Add guest

  5. Click Finish

  6. Click Create Meeting

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.

  1. Navigate to the Follow Up Meeting page

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

  2. Click Agenda

  3. 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

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.

  • Agenda — Build and Edit: Learn how to build an agenda from scratch or from a template, edit items, and move items around.

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