TABLE OF CONTENTS
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
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
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:
Navigate to the desired original meeting page
Click More actions
Click Create Follow Up Meeting
Complete the following fields:
There are four video options; Spotlight is selected by default; click the appropriate option for this meeting
Hide remote RSVP option
Enable this option to let invitees choose from the following RSVP options
Disable this option to let invitees choose from the following RSVP options
Yes — Remote
Add a physical address for the location of the meeting if applicable
Add conference call information if applicable
Enter a description for the meeting
Choose between the options below:
Recurring meeting series
Find a meeting date
To learn how to use alternate options, please see Related Articles
Enter the desired date for the meeting - click in the Date box to view a calendar and select a date
From and To times
Click the down arrow to open the drop down and select your time
After entering the from time, the to time will automatically default to 1 hour later - adjust as appropriate
This field defaults to the timezone set in the meeting creator's user settings
Click the dropdown containing this timezone to see other options; click preferred option
Add users to the invite list for the Follow Up Meeting:
To invite individual admins, members, or observers:
To invite all members of a group:
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
Follow Up Meeting is saved, and not yet published
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
Click Start With Last Meeting's Agenda
Source meeting's agenda is copied to Follow Up Meeting's Agenda tab
Edit / build new items as needed
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.