Minutes (Meeting Owner / Collaborators)
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      Create Meeting Minutes

      Learn how to create meeting minutes from the meeting page and from Boardable Video.

      TABLE OF CONTENTS

      I. Introduction

      II. Create Meeting Minutes

      • From Meeting Page

      • From Boardable Video

      • AI Generated

      III. Starting from Scratch

      I. Introduction

      Minutes can only be created or edited by Organization Admins, Meeting Owners and Meeting Collaborators. If a Minutes button does not appear on a meeting page for a member assigned to take Minutes, this means an Admin needs to promote them to Collaborator. To learn how to do this, please see Related Articles.

      Before Minutes are published, they can only be viewed by Organization Admins, Meeting Owner / Creators and Meeting Collaborators. After Minutes are published, they can be viewed by all invited admins, members, and observers. To learn how to publish Minutes, please see Related Articles.

      Minutes are not provided to Guests by default. However, this document can optionally be sent to Guests during publication. To learn more about this option, please see Related Articles.

      Minutes cannot contain file attachments.

      II. Create Meeting Minutes

      Minutes started from multi-day agendas compile the agenda items from all days into one, continuous list.

      To create meeting minutes:

      From Meeting Page

      1. Navigate to the meeting page

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

      2. Click the Minutes tab

      3. Click Start Minutes

        Create Meeting Minutes

      4. Click Start from scratch or Start from the agenda

        1. Start from scratch opens blank Edit Minutes field

        2. Start from the agenda imports the current copy of the agenda into the Edit Minutes field

          Create Meeting Minutes 2

      5. To add a new entry:

        1. click +

        2. Entry types drop down; click desired option

          Create Meeting Minutes 3

          1. To learn more about each entry type, please see Related Articles

      6. When done editing, click Finish and allow others to edit

        Create Meeting Minutes 4

      From Boardable Video

      In Boardable Video, minutes can be created during the meeting.

      To create meeting minutes in Boardable Video:

      1. Join the Boardable Video conferencing session

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

      2. Click the Minutes button (the button showing a pencil on paper) from the Meeting Content menu at the left side of the conferencing screen

        Create Meeting Minutes 5

      3. Click Start from the agenda or Start from scratch

        Create Meeting Minutes 6

        1. If minutes have not been created yet, select Start Minutes

        2. Then select either Start from the Agenda or Start from Scratch

          Create Meeting Minutes 7

      4. Click the + to get a drop-down menu

        1. Click on a section that already exists or start typing

        2. For more information regarding the additional options, please see Related Articles

      5. When finished editing, click Only you can edit at the top of the page - this will gives others the ability to make updates

        Create Meeting Minutes 8

      AI-Generated

      To AI-generate Minutes: 

      1. Enable AI in organization settings
        1. To learn how to do this, please see Related Articles
      2. Navigate to the meeting page
        1. To learn how to do this, please see Related Articles
      3. Click Minutes
      4. Click AI-Generated
      5. Click Generate Minutes

      6. Click Editor

      7. Click Start from AI Generated Minutes

      For more on AI-generated Minutes, please see Related Articles. 

      II. Starting from Scratch

      If Start from Scratch was selected when creating minutes, the meeting minutes will be empty. This version of Minutes is meant to function like a completely customizable option similar to most word documents.

      To begin adding information:

      1. Click on Start typing to reveal the +

      2. Click the + to access the drop-down menu

      Click on Start typing to reveal the +

      Click the + to access the drop-down menu

      Note: for more details on editing and making the most out of additional options, please refer to Related Articles.

      Related Articles

      • Update Meeting Role: Learn how to change a user's meeting role.

      • Step-by-Step Guide to a Meeting Process: this is a guide to help navigate creating, managing, and running a meeting in Boardable

      • 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)

      • Meeting Minutes — Additional Options: learn about all of the options available through the plus icon within free-form meeting minutes

      • Attendance in Meeting Minutes: learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after

      • Publish Meeting Minutes: learn how to publish free-form minutes through the meeting page or through Spotlight

      • Minutes Signatures: learn how to add signatures to minutes

      • Join Boardable Video Conferencing Session: follow these steps to learn how to join a meeting using Boardable Video
      • 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.
      • Organization Settings: discover how Settings gives you access to Default features for: timezone, agenda list styles, agenda templates, and AI settings. 
      • Generate Minutes: learn how to start Minutes based on AI-generated transcription summaries.