Meeting Center

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

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 - 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

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

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 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

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

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