TABLE OF CONTENTS
I. Introduction
II. Meeting Details
III. Invitees
IV. Materials
V. Minutes
V. Public Page
VI. Tasks & Polls
I. Introduction
Meeting pages can be viewed by the following users:
All organization admins
Invited members and observers
These pages let admins, members, and observers view meeting information and materials while logged in.
To learn how to navigate to the meeting page, please see Related Articles.
II. Meeting Details
The Meeting Details field provides the following information:
Date
Time
Link to video conferencing component, if any
Dial-in phone number and PIN, for meetings which use Boardable Video
Invitees, divided by Boardable users and guests
To view these details:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click View Meeting Details beneath the meeting title
III. Invitees
The Invitees tab provides the details below:
Boardable users added to the meeting
Guests added to the meeting
Invitation status
RSVP status
Attendance
To learn more about sending invites, please see Related Articles.
To view this field:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Invitees from the menu on the left side of the meeting page
IV. Materials
The Materials tab provides the following content:
Board packet (for Professional organizations)
Agenda
Meeting documents
Before this content is published, it's visible only to the following roles:
Admins
Meeting creator / owner
Meeting collaborators
People with these roles are listed at the top right side of the Materials tab.
After this content is published, it can be accessed by all admins, observers, and members added to the meeting via the Materials tab. Please know that some of this content is accessible to guests via the Boardable Video Conferencing screen.
To open the Materials tab:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Materials from the menu on the left side of the meeting page
To learn how to publish meeting materials, please see Related Articles.
V. Minutes
The Minutes tab provides an editable view of Minutes to the following roles:
Admins
Meeting creator / owner
Meeting collaborators
After Minutes are published, they can be viewed by all Boardable users added to the meeting via this tab.
Minutes publication status is listed on the tab heading at the left side of the meeting page.
To open Minutes:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Minutes from the menu on the left side of the meeting page
To learn how to start, edit, or publish Minutes, please see Related Articles.
VI. Summary & Recording
The Summary & Recording tab provides the following content:
Meeting recordings (for meetings which are recorded; available to Professional and Enterprise organizations only)
To learn how to do this, please see Related Articles
Meeting transcripts (for meetings in organizations with this feature enabled; available to Professional and Enterprise organizations only)
Meeting summaries (for meetings in organizations with this feature enabled; available to Professional and Enterprise organizations only
To access this content:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Summary & Recording from the menu on the left side of the meeting page
To learn more about meeting recordings, transcripts, and summaries, please see Related Articles.
V. Public Page
The Public Page lets admins, meeting creator / owners, and meeting collaborators enable or disable the following features:
Public meeting page
Public meeting dashboard
To learn more about these features, please see Related Articles.
To access the settings for these options:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Public Pages from the menu on the left side of the meeting page
VI. Tasks & Polls
The Tasks & Polls tab lets admins create polls and tasks assigned to all meeting invitees, and lets invitees view these.
To learn how to create tasks and polls from a meeting page, please see Related Articles.
To access this tab:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Tasks & Polls from the menu on the left side of the meeting page
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Related Articles
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.
Send Meeting Invites: Learn how to send meeting invitees email invite notifications.
Boardable Video Transcript & Summary: Learn how to view optional transcription and AI-generated summary for a Boardable Video conferencing session.
Record a Meeting in Boardable Video: Boardable Video allows users to record meetings, review past recordings, and send meeting recordings.
Publish Meeting Materials: Learn how to provide meeting agenda and documents to invitees.
Public Meeting Pages: Learn how to share a meeting's materials and information to visitors who aren't logged in.
Create a Task: Learn how to create a task.
View Tasks: Learn how to navigate to a task.
Create a Poll: Learn how to create a new poll.
Polls β View, Edit, Delete & Comment: Learn how to view, edit, delete, and comment on existing polls.