Member / Observer Meeting Page Overview

Learn how to view a meeting page as an invited Member, Observer, or Guest.

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TABLE OF CONTENTS

I. Introduction

II. Meeting Details

III. Invitees

IV. Agenda

V. Board Packet

VI. Supporting Documents

VII. Minutes

VIII. Tasks & Polls

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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:

1. Navigate to the meeting page

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

2. 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

Boardable users added to the meeting

Guests added to the meeting

To view this field:

1. Navigate to the meeting page

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

2. Click Invitees from the menu on the left side of the meeting page

   

IV. Agenda

The agenda is only provided when meeting materials are published.

To view this field:

1. Navigate to the meeting page

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

2. Click Agenda from the menu on the left side of the meeting page

   1. Agenda opens

   2. To learn about other agenda view options, please see Related Articles

      

V. Board Packet

The Board Packet is only provided when meeting materials are published.

To view this field:

1. Navigate to the meeting page

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

2. Click Board Packet from the menu on the left side of the meeting page

   

VI. Supporting Documents

Supporting Documents are only provided when meeting materials are published.

1. Navigate to the meeting page

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

2. Click Supporting Documents from the menu on the left side of the meeting page

   1. Document titles are listed

      

3. To view a document, click its title

VII. Meeting Minutes

Meeting Minutes are only provided when published.

To open meeting minutes:

1. Navigate to the meeting page

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

2. Click Meeting Minutes from the menu on the left side of the meeting page

   

VIII. Summary and Recordings

Recordings are only provided when a meeting is recorded, with the recording set to be visible to all attendees. For more on recordings, please see Related Articles.

AI Transcripts and summaries are only provided when this setting is enabled by an admin on an organizational basis. For more on transcripts and summaries, please see Related Articles.

To access these features:

1. Navigate to the meeting page

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

2. Click Recordings from the left menu

   

IX. Meeting Tasks and Polls

Tasks and polls created from a meeting can be viewed from its meeting page. To learn how to vote in a poll or mark a task complete, please see Related Articles.

To go to a meeting's tasks and polls:

1. Navigate to the meeting page

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

2. Click Tasks and 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.

• View Tasks: Learn how to navigate to a task.

• Polls — View, Edit, Delete & Comment: Learn how to view, edit, delete, and comment on existing polls.