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Meeting Center
Everything you need to know to run a more productive and efficient meeting.
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34 articles in this collection
Written by
Kara O'Neil,
Product Support,
Operations Team
and 2 others
Meeting Roles and Permissions
Learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role.
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Written by
Jocelyn Gombos
Updated over a week ago
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.
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Written by
Jocelyn Gombos
Updated over a week ago
What does it mean to be a Guest in a Boardable Meeting?
This article provides an overview of what it's like to be a Guest in a Boardable meeting.
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Written by
Kara O'Neil
Updated over a week ago
Create, Publish, Edit, Cancel Meetings (Meeting Owner / Collaborators)
Step-by-Step Guide to a Meeting Process
This is a guide to help navigate creating, managing, and running a meeting in Boardable.
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Written by
Jocelyn Gombos
Updated over a week ago
Create a Single Date Meeting
Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date.
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Written by
Jocelyn Gombos
Updated over a week ago
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.
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Written by
Jocelyn Gombos
Updated over a week ago
Create a Recurring Meeting
Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings.
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Written by
Jocelyn Gombos
Updated over a week ago
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.
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Written by
Jocelyn Gombos
Updated over a week ago
Add Video Conferencing to a Meeting
Meeting remotely? Quickly add a third-party remote option (i.e. Boardable Spotlight, Zoom, etc.) to your meeting!
Written by
Product Support
Updated over a week ago
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.
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Written by
Jocelyn Gombos
Updated over a week ago
Edit a Single or Multi-Day Meeting
Learn how to edit meeting information for a single date or a multi-day meeting in Boardable.
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Written by
Jocelyn Gombos
Updated over a week ago
Edit and Understand Recurring Meetings
Learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings.
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Written by
Jocelyn Gombos
Updated over a week ago
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.
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Written by
Jocelyn Gombos
Updated over a week ago
Update Meeting Role
Learn how a Meeting Owner or Collaborator can view and update a user's Meeting Role.
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Written by
Jocelyn Gombos
Updated over a week ago
Update RSVP for Meeting Invitees
Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable.
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Written by
Jocelyn Gombos
Updated over a week ago
Cancel / Delete a Meeting
Learn how to cancel a meeting, including recurring meetings, in Boardable.
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Written by
Jocelyn Gombos
Updated over a week ago
Agenda (Meeting Owner / Collaborators)
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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Written by
Operations Team
Updated over a week ago
Agenda - How do I create a Hyperlink in an Agenda?
Follow the steps below to insert a hyperlink into an Agenda
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Written by
Operations Team
Updated over a week ago
Agenda - Upload a Document
Learn how to add / upload a document to the meeting agenda.
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Written by
Operations Team
Updated over a week ago
Board Packet / Comments / My RSVP (All Invited Boardable Users)
Comments on the Meeting Page
Learn about comments on the meeting page and how to attach a document to a specific comment.
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Written by
Jocelyn Gombos
Updated over a week ago
Board Packet Quick Print
Compile all meeting agenda files and documents into one printable PDF.
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Written by
Jocelyn Gombos
Updated over a week ago
Board Packet - Troubleshooting
Learn troubleshooting tips when having difficulty creating the board packet.
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Written by
Jocelyn Gombos
Updated over a week ago
Notify and More (Meeting Owner / Collaborators)
Add Documents to Meeting Page
Learn how to add documents to the meeting page from a variety of sources.
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Written by
Jocelyn Gombos
Updated over a week ago
Notifications - Send Messages and Updates
Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information.
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Written by
Jocelyn Gombos
Updated over a week ago
Public Meeting Page
Learn how to share a meeting's materials and information with visitors who aren't logged in
Written by
Phoenix Robertson
Updated over a week ago
Attendance (Meeting Owner / Collaborators)
Attendance in Meeting Minutes
Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after.
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Written by
Jocelyn Gombos
Updated over a week ago
Take Attendance on the Meeting Page
Learn how to take attendance on the meeting page and what it is used for.
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Written by
Jocelyn Gombos
Updated over a week ago
Minutes (Meeting Owner / Collaborators)
Create Meeting Minutes
Learn how to create meeting minutes from the meeting page and from Boardable Spotlight.
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Written by
Jocelyn Gombos
Updated over a week ago
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)
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Written by
Jocelyn Gombos
Updated over a week ago
Meeting Minutes - Additional Options
Learn about all of the options available through the plus icon within free-form meeting minutes.
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Written by
Jocelyn Gombos
Updated over a week ago
Publish Meeting Minutes
Learn how to publish free-form minutes through the meeting page or through Spotlight.
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Written by
Jocelyn Gombos
Updated over a week ago
Minutes for Legacy Plans Only (Meeting Owner / Collaborators)
Free-Form and Classic Minutes
Learn what free-form and classic means when it comes to meeting minutes, if the option to choose is available, and the pros of free-form.
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Written by
Jocelyn Gombos
Updated over a week ago
Classic Minutes Maker
Classic Minutes Maker: Admins, Group Owners, Group Admins, and Meeting Creators
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Written by
Kara O'Neil
Updated over a week ago
Classic Minutes (Legacy Plans Only)
Learn how to take minutes using the Boardable Minutes Maker Tool.
Written by
Product Support
Updated over a week ago