Step-by-Step Guide to a Meeting Process


TABLE OF CONTENTS

I. Basic Steps of a Meeting

II. Meeting Enhancements and Misc

III. Delete Meeting


I. Basic Steps of a Meeting

The following are steps provided to help ease the stress of creating and running a meeting. Each step has links to detailed help articles associated with that topic.

  1. Create a Meeting

    Note: Only Organization Admins or Members can create a meeting (Group Admins can also create a meeting within their group)

      1. Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date

      1. Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day

      1. Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings

    1. Create a Find a Date Meeting

      1. Create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option

    2. Video Options (part of the New Meeting Form) - quick jump to links:

      1. Boardable Video

          1. Easily add our Boardable Video feature to your remote meetings

      2. Zoom

          1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation

          1. Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not

      3. Other Links

  2. Publish Calendar Only
      1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

         

  3. Build Agenda
      1. Learn how to build an agenda from scratch or from a template, edit items, and move items around

      1. Learn how to add / upload a document to the meeting agenda

      1. Follow the steps below to insert a hyperlink into an Agenda

     

  4. Edit Meeting
      1. Learn how to edit meeting information for a single date or a multi-day meeting in Boardable

      1. Learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings

      1. Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable

      1. Learn how a Meeting Owner or Collaborator can view and update a user's meeting role

         

  5. Publish Full Meeting
      1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

     

  6. Navigate to Meeting Page
      1. Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.

         

    1. Add Documents to Meeting Page

      1. Learn how to add documents to the meeting page from a variety of sources

     

  7. Send Messages
      1. Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information

         

  8. Update RSVP
      1. Learn how to update your own RSVP to a meeting in Boardable

      1. Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable

     

  9. Join Meeting
      1. Follow these steps to join a meeting using Boardable Video

      1. Learn how to join a Zoom meeting from Boardable

      1. Learn how to join Boardable Video meetings from a remote location by dialing in with your phone

      1. Learn about the guest experience for Boardable Video

     

  10. Take Attendance
      1. Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after

      1. Learn how to take attendance on the meeting page and what it is used for

         

  11. Take Minutes
      1. Learn how to create meeting minutes from the meeting page and from Boardable Video

      1. Learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)

      1. Learn about all of the options available through the plus icon within free-form meeting minutes

      1. Learn how to publish free-form minutes through the meeting page or through Boardable Video

Create a Meeting

Note: Only Organization Admins or Members can create a meeting (Group Admins can also create a meeting within their group)

    1. Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date

Create a Single Date Meeting

  1. Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date

Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date

    1. Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day

Create a Multi-Day Meeting

  1. Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day

Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day

    1. Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings

Create a Recurring Meeting

  1. Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings

Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings

    1. Create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option

Create a Find a Date Meeting

  1. Create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option

Create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option

Video Options (part of the New Meeting Form) - quick jump to links:

  1. Boardable Video

      1. Easily add our Boardable Video feature to your remote meetings

Boardable Video

    1. Easily add our Boardable Video feature to your remote meetings

Add Video Conferencing to a Meeting

  1. Easily add our Boardable Video feature to your remote meetings

Easily add our Boardable Video feature to your remote meetings

  • Zoom

      1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation

      1. Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not

Zoom

    1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation

Integrate Zoom

  1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation

Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation

    1. Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not

Add Zoom to Boardable Meeting

  1. Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not

Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not

Other Links

  1.  

Add Video Conferencing to a Meeting

Publish Calendar Only

    1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

       

Publish a Meeting

  1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

     

Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

Build Agenda

    1. Learn how to build an agenda from scratch or from a template, edit items, and move items around

Agenda - Build and Edit

  1. Learn how to build an agenda from scratch or from a template, edit items, and move items around

Learn how to build an agenda from scratch or from a template, edit items, and move items around

Agenda - Upload Document

  1. Learn how to add / upload a document to the meeting agenda

Learn how to add / upload a document to the meeting agenda

Agenda - How do I create a Hyperlink in an Agenda?

  1. Follow the steps below to insert a hyperlink into an Agenda

Follow the steps below to insert a hyperlink into an Agenda

Edit Meeting

    1. Learn how to edit meeting information for a single date or a multi-day meeting in Boardable

Edit a Single or Multi-Day Meeting

  1. Learn how to edit meeting information for a single date or a multi-day meeting in Boardable

Learn how to edit meeting information for a single date or a multi-day meeting in Boardable

Edit and Understand Recurring Meetings

  1. Learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with 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

Invite / Remove People from Meetings

  1. Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable

Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable

    1. Learn how a Meeting Owner or Collaborator can view and update a user's meeting role

       

Update Meeting Role

  1. Learn how a Meeting Owner or Collaborator can view and update a user's meeting role

     

Learn how a Meeting Owner or Collaborator can view and update a user's meeting role

Publish Full Meeting

    1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

Publish a Meeting

  1. Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

Learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting

Navigate to Meeting Page

    1. Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.

       

Navigate to Boardable Meeting Page

  1. Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.

     

Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.

Add Documents to Meeting Page

    1. Learn how to add documents to the meeting page from a variety of sources

Add Documents to Meeting Page

  1. Learn how to add documents to the meeting page from a variety of sources

Learn how to add documents to the meeting page from a variety of sources

Send Messages

    1. Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information

       

Notifications - Send Messages and Updates

  1. Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information

     

Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information

Update RSVP

    1. Learn how to update your own RSVP to a meeting in Boardable

Update My RSVP

  1. Learn how to update your own RSVP to a meeting in Boardable

Learn how to update your own RSVP to a meeting in Boardable

Update RSVP for Meeting Invitees

  1. Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable

Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable

Join Meeting

    1. Follow these steps to join a meeting using Boardable Video

Join Boardable Video Conferencing Session

  1. Follow these steps to join a meeting using Boardable Video

Follow these steps to join a meeting using Boardable Video

Join Zoom Meetings from Boardable

  1. Learn how to join a Zoom meeting from Boardable

Learn how to join a Zoom meeting from Boardable

Dial In to Boardable Video

  1. Learn how to join Boardable Video meetings from a remote location by dialing in with your phone

Learn how to join Boardable Video meetings from a remote location by dialing in with your phone

Guests and Boardable Video

  1. Learn about the guest experience for Boardable Video

Learn about the guest experience for Boardable Video

Take Attendance

    1. Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after

Attendance in Meeting Minutes

  1. Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after

Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after

Take Attendance on the Meeting Page

  1. Learn how to take attendance on the meeting page and what it is used for

     

Learn how to take attendance on the meeting page and what it is used for

Take Minutes

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

Create Meeting Minutes

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

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

    1. Learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)

Edit / Format Meeting Minutes

  1. Learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks)

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

  1. Learn about all of the options available through the plus icon within free-form meeting minutes

Learn about all of the options available through the plus icon within free-form meeting minutes

    1. Learn how to publish free-form minutes through the meeting page or through Boardable Video

Publish Meeting Minutes

  1. Learn how to publish free-form minutes through the meeting page or through Boardable Video

Learn how to publish free-form minutes through the meeting page or through Boardable Video

II. Meeting Enhancements and Misc

This section covers additional topics that help enhance the meeting experience and communication of meeting members. Each topic has links to more detailed help articles - they are in alphabetical order.

  1. Board Packet
      1. Compile all meeting agenda files and documents into one printable PDF

      1. Learn troubleshooting tips when having difficulty creating the board packet

         

  2. Boardable Video Features (Video)
      1. Learn about Boardable's video conferencing and the features available during a meeting

      1. Learn how to chat in a meeting and review the chats later in Boardable Video

      1. Learn about keyboard shortcuts, muting available, using AirPods, and voice focus in Boardable Video meetings

      1. Learn how to present documents in Boardable Video

      1. Boardable Video allows users to record meetings, review past recordings, and send meeting recordings

      1. Learn how to screen share using Boardable Video

         

  3. Comments / Discussions
      1. Learn about comments on the meeting page and how to attach a document to a specific comment

      1. Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion

      1. Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion

      1. Learn how to be a part of discussions as well as understand the permissions within a discussion

      1. Llearn how to add a message to a discussion, as well as edit and delete a message you created

      1. Learn about the formatting options available for a message, and how to use emojis in Boardable

      1. Learn who can edit a discussion, delete a discussion, or remove messages from a discussion

      1. Learn to close and / or archive discussions, as well as view, re-open, and unarchive in Boardable

     

  4. Polls
      1. Learn how to create, vote on, edit, & delete polls

         

  5. Public Page
      1. Customize public pages and share a meeting to be viewed without logging in

         

  6. Tasks
      1. Learn how to create a task

      1. Learn how to mark a task as complete or incomplete

      1. Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups

         

Board Packet

    1. Compile all meeting agenda files and documents into one printable PDF

Board Packet Quick Print

  1. Compile all meeting agenda files and documents into one printable PDF

Compile all meeting agenda files and documents into one printable PDF

Board Packet - Troubleshooting

  1. Learn troubleshooting tips when having difficulty creating the board packet

     

Learn troubleshooting tips when having difficulty creating the board packet

Boardable Video Features (Video)

    1. Learn about Boardable's video conferencing and the features available during a meeting

Boardable Video Overview

  1. Learn about Boardable's video conferencing and the features available during a meeting

Learn about Boardable's video conferencing and the features available during a meeting

Chat in Boardable Video

  1. Learn how to chat in a meeting and review the chats later in Boardable Video

Learn how to chat in a meeting and review the chats later in Boardable Video

Muting Attendees, Shortcuts, and Useful Tips in Boardable Video

  1. Learn about keyboard shortcuts, muting available, using AirPods, and voice focus in Boardable Video meetings

Learn about keyboard shortcuts, muting available, using AirPods, and voice focus in Boardable Video meetings

Presenting Files

  1. Learn how to present documents in Boardable Video

Learn how to present documents in Boardable Video

Record a Meeting in Boardable Video

  1. Boardable Video allows users to record meetings, review past recordings, and send meeting recordings

Boardable Video allows users to record meetings, review past recordings, and send meeting recordings

Screen Sharing

  1. Learn how to screen share using Boardable Video

     

Learn how to screen share using Boardable Video

Comments / Discussions

    1. Learn about comments on the meeting page and how to attach a document to a specific comment

Comments on the Meeting Page

  1. Learn about comments on the meeting page and how to attach a document to a specific comment

Learn about comments on the meeting page and how to attach a document to a specific comment

    1. Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion

Start a Discussion

  1. Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion

Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion

    1. Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion

Overview of Discussions

  1. Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion

Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion

View / Participate in Discussions

  1. Learn how to be a part of discussions as well as understand the permissions within a discussion

Learn how to be a part of discussions as well as understand the permissions within a discussion

Add / Edit / Delete a Message in Discussions

  1. Llearn how to add a message to a discussion, as well as edit and delete a message you created

Llearn how to add a message to a discussion, as well as edit and delete a message you created

    1. Learn about the formatting options available for a message, and how to use emojis in Boardable

Formatting and Emojis

  1. Learn about the formatting options available for a message, and how to use emojis in Boardable

Learn about the formatting options available for a message, and how to use emojis in Boardable

Edit or Delete a Discussion

  1. Learn who can edit a discussion, delete a discussion, or remove messages from a discussion

Learn who can edit a discussion, delete a discussion, or remove messages from a discussion

Close and Archive a Discussion

  1. Learn to close and / or archive discussions, as well as view, re-open, and unarchive in Boardable

Learn to close and / or archive discussions, as well as view, re-open, and unarchive in Boardable

Polls

    1. Learn how to create, vote on, edit, & delete polls

       

Polls for Administrators

  1. Learn how to create, vote on, edit, & delete polls

     

Learn how to create, vote on, edit, & delete polls

Public Page

    1. Customize public pages and share a meeting to be viewed without logging in

       

Public Meeting Page

  1. Customize public pages and share a meeting to be viewed without logging in

     

Customize public pages and share a meeting to be viewed without logging in

Tasks

    1. Learn how to create a task

Create a Task

  1. Learn how to create a task

Learn how to create a task

Tasks — Change Completion Status

  1. Learn how to mark a task as complete or incomplete

Learn how to mark a task as complete or incomplete

Multi-User Tasks: Group Owners / Group Admins

  1. Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups

     

Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups

III. Delete Meeting

Sometimes meetings need to be canceled for a variety of reasons. These are links to help articles about deleting a meeting.

    1. Learn how to delete a meeting, including recurring meetings, in Boardable

     

Delete a Meeting

  1. Learn how to delete a meeting, including recurring meetings, in Boardable

Learn how to delete a meeting, including recurring meetings, in Boardable

Related Articles

  • Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role

  • Meeting Center: everything you need to know to run a more productive and efficient meeting

  • View Deleted Meetings and Re-Notify: learn how to view deleted meeting titles, resubmit notification of cancelled meetings, and remove matching events from invitees' calendars