--- title: Step-by-Step Guide to a Meeting Process description: "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. Note: Only Organization Admins or" --- [Skip to content](https://docs.boardable.com/knowledge/step-by-step-guide-to-meeting-process#main-content) ![boardable-logo-dark-1.png\]](https://docs.boardable.com/hs-fs/hubfs/Logos/boardable-logo-dark-1.png?height=38&name=boardable-logo-dark-1.png) Open main navigation Close main navigation - [Go to Boardable](https://app.boardable.com/login) [Go to Boardable](https://app.boardable.com/login) Advice and answers from the Boardable Team - There are no suggestions because the search field is empty. 1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en) 2. [Meetings](https://docs.boardable.com/knowledge/meetings?hsLang=en) # 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. [**Create a Single Date Meeting**](https://docs.boardable.com/knowledge/create-single-date-meeting?hsLang=en) 1. Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date 2. [**Create a Multi-Day Meeting**](https://docs.boardable.com/knowledge/create-multi-day-meeting?hsLang=en) 1. Learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day 3. [**Create a Recurring Meeting**](https://docs.boardable.com/knowledge/create-recurring-meeting?hsLang=en) 1. Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings 4. **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 5. *Video Options* (part of the *New Meeting* Form) - quick jump to links: 1. *Boardable Video* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 1. Easily add our Boardable Video feature to your remote meetings 2. *Zoom* 1. [**Integrate Zoom**](https://docs.boardable.com/knowledge/integrate-zoom?hsLang=en) 1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation 2. [**Add Zoom to Boardable Meeting**](https://docs.boardable.com/knowledge/add-zoom-to-boardable-meeting?hsLang=en) 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* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 2. **Publish Calendar Only** 1. [**Publish a Meeting**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. [**Agenda - Build and Edit**](https://docs.boardable.com/knowledge/agenda-build-and-edit?hsLang=en) 1. Learn how to build an agenda from scratch or from a template, edit items, and move items around 2. [**Agenda - Upload Document**](https://docs.boardable.com/knowledge/agenda-upload-a-document?hsLang=en) 1. Learn how to add / upload a document to the meeting agenda 3. [**Agenda - How do I create a Hyperlink in an Agenda?**](https://docs.boardable.com/knowledge/create-hyperlink-in-agenda?hsLang=en) 1. Follow the steps below to insert a hyperlink into an Agenda 4. **Edit Meeting** 1. [**Edit a Single or Multi-Day Meeting**](https://docs.boardable.com/knowledge/edit-single-or-multi-day-meeting?hsLang=en) 1. Learn how to edit meeting information for a single date or a multi-day meeting in Boardable 2. [**Edit and Understand Recurring Meetings**](https://docs.boardable.com/knowledge/edit-understand-recurring-meetings?hsLang=en) 1. Learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings 3. [**Invite / Remove People from Meetings**](https://docs.boardable.com/knowledge/invite-/-remove-people-from-meetings?hsLang=en) 1. Learn who received invites, how to invite more people, or uninvite (remove / delete) individuals from a meeting in Boardable 4. [**Update Meeting Role**](https://docs.boardable.com/knowledge/update-meeting-role?hsLang=en) 1. Learn how a Meeting Owner or Collaborator can view and update a user's meeting role 5. **Publish Full Meeting** 1. [**Publish a Meeting**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. **[Navigate to Boardable Meeting Page](https://docs.boardable.com/knowledge/navigate-to-boardable-meeting-page?hsLang=en)** 1. Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc. 7. [**Add Documents to Meeting Page**](https://docs.boardable.com/knowledge/documents-upload-to-meeting-page?hsLang=en) 1. **Add Documents to Meeting Page** 1. Learn how to add documents to the meeting page from a variety of sources 8. **Send Messages** 1. [**Notifications - Send Messages and Updates**](https://docs.boardable.com/knowledge/notifications-send-messages-and-updates?hsLang=en) 1. Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information 9. **Update RSVP** 1. [**Update My RSVP**](https://docs.boardable.com/knowledge/update-my-rsvp?hsLang=en) 1. Learn how to update your own RSVP to a meeting in Boardable 2. **[Update RSVP for Meeting Invitees](https://docs.boardable.com/knowledge/update-rsvp-for-meeting-invitees?hsLang=en)** 1. Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable 10. **Join Meeting** 1. [**Join Boardable Video Conferencing Session**](https://docs.boardable.com/knowledge/join-boardable-video-conferencing-session?hsLang=en) 1. Follow these steps to join a meeting using Boardable Video 2. [**Join Zoom Meetings from Boardable**](https://docs.boardable.com/knowledge/join-zoom-meetings-from-boardable?hsLang=en) 1. Learn how to join a Zoom meeting from Boardable 3. [**Dial In to Boardable Video**](https://docs.boardable.com/knowledge/dial-in-to-boardable-video?hsLang=en) 1. Learn how to join Boardable Video meetings from a remote location by dialing in with your phone 4. [**Guests and Boardable Video**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 1. Learn about the guest experience for Boardable Video 11. **Take Attendance** 1. [**Attendance in Meeting Minutes**](https://docs.boardable.com/knowledge/attendance-in-meeting-minutes?hsLang=en) 1. Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after 2. [**Take Attendance on the Meeting Page**](https://docs.boardable.com/knowledge/attendance-on-the-meeting-page?hsLang=en) 1. Learn how to take attendance on the meeting page and what it is used for 12. **Take Minutes** 1. [**Create Meeting Minutes**](https://docs.boardable.com/knowledge/create-meeting-minutes?hsLang=en) 1. Learn how to create meeting minutes from the meeting page and from Boardable Video 2. [**Edit / Format Meeting Minutes**](https://docs.boardable.com/knowledge/edit-format-meeting-minutes?hsLang=en) 1. Learn how to edit meeting minutes along with some tips on moving sections, deleting sections, and formatting (i.e. indenting, page breaks) 3. [**Meeting Minutes - Additional Options**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 1. Learn about all of the options available through the plus icon within free-form meeting minutes 4. [**Publish Meeting Minutes**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. [**Create a Single Date Meeting**](https://docs.boardable.com/knowledge/create-single-date-meeting?hsLang=en) 1. Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date [**Create a Single Date Meeting**](https://docs.boardable.com/knowledge/create-single-date-meeting?hsLang=en) 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 - [**Create a Multi-Day Meeting**](https://docs.boardable.com/knowledge/create-multi-day-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/create-multi-day-meeting?hsLang=en) 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 - [**Create a Recurring Meeting**](https://docs.boardable.com/knowledge/create-recurring-meeting?hsLang=en) 1. Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings [**Create a Recurring Meeting**](https://docs.boardable.com/knowledge/create-recurring-meeting?hsLang=en) 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 - [**Create a Find a Date Meeting**](https://docs.boardable.com/knowledge/create-single-date-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/create-single-date-meeting?hsLang=en) 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. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 1. Easily add our Boardable Video feature to your remote meetings 2. *Zoom* 1. [**Integrate Zoom**](https://docs.boardable.com/knowledge/integrate-zoom?hsLang=en) 1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation 2. [**Add Zoom to Boardable Meeting**](https://docs.boardable.com/knowledge/add-zoom-to-boardable-meeting?hsLang=en) 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* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) *Video Options* (part of the *New Meeting* Form) - quick jump to links: 1. *Boardable Video* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 1. Easily add our Boardable Video feature to your remote meetings *Boardable Video* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 1. Easily add our Boardable Video feature to your remote meetings [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) 1. Easily add our Boardable Video feature to your remote meetings Easily add our Boardable Video feature to your remote meetings - *Zoom* 1. [**Integrate Zoom**](https://docs.boardable.com/knowledge/integrate-zoom?hsLang=en) 1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation 2. [**Add Zoom to Boardable Meeting**](https://docs.boardable.com/knowledge/add-zoom-to-boardable-meeting?hsLang=en) 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. [**Integrate Zoom**](https://docs.boardable.com/knowledge/integrate-zoom?hsLang=en) 1. Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation [**Integrate Zoom**](https://docs.boardable.com/knowledge/integrate-zoom?hsLang=en) 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 - [**Add Zoom to Boardable Meeting**](https://docs.boardable.com/knowledge/add-zoom-to-boardable-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/add-zoom-to-boardable-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) *Other Links* 1. [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) [**Add Video Conferencing to a Meeting**](https://docs.boardable.com/knowledge/add-video-conferencing-to-a-meeting?hsLang=en) ### **Publish Calendar Only** 1. [**Publish a Meeting**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. [**Agenda - Build and Edit**](https://docs.boardable.com/knowledge/agenda-build-and-edit?hsLang=en) 1. Learn how to build an agenda from scratch or from a template, edit items, and move items around [**Agenda - Build and Edit**](https://docs.boardable.com/knowledge/agenda-build-and-edit?hsLang=en) 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**](https://docs.boardable.com/knowledge/agenda-upload-a-document?hsLang=en) 1. Learn how to add / upload a document to the meeting agenda [**Agenda - Upload Document**](https://docs.boardable.com/knowledge/agenda-upload-a-document?hsLang=en) 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?**](https://docs.boardable.com/knowledge/create-hyperlink-in-agenda?hsLang=en) 1. Follow the steps below to insert a hyperlink into an Agenda [**Agenda - How do I create a Hyperlink in an Agenda?**](https://docs.boardable.com/knowledge/create-hyperlink-in-agenda?hsLang=en) 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. [**Edit a Single or Multi-Day Meeting**](https://docs.boardable.com/knowledge/edit-single-or-multi-day-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/edit-single-or-multi-day-meeting?hsLang=en) 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**](https://docs.boardable.com/knowledge/edit-understand-recurring-meetings?hsLang=en) 1. Learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings [**Edit and Understand Recurring Meetings**](https://docs.boardable.com/knowledge/edit-understand-recurring-meetings?hsLang=en) 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**](https://docs.boardable.com/knowledge/invite-/-remove-people-from-meetings?hsLang=en) 1. Learn who received invites, how to invite more people, or uninvite (remove / delete) individuals from a meeting in Boardable [**Invite / Remove People from Meetings**](https://docs.boardable.com/knowledge/invite-/-remove-people-from-meetings?hsLang=en) 1. Learn who received invites, how to invite more people, or uninvite (remove / delete) individuals from a meeting in Boardable Learn who received invites, how to invite more people, or uninvite (remove / delete) individuals from a meeting in Boardable - [**Update Meeting Role**](https://docs.boardable.com/knowledge/update-meeting-role?hsLang=en) 1. Learn how a Meeting Owner or Collaborator can view and update a user's meeting role [**Update Meeting Role**](https://docs.boardable.com/knowledge/update-meeting-role?hsLang=en) 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. [**Publish a Meeting**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. **[Navigate to Boardable Meeting Page](https://docs.boardable.com/knowledge/navigate-to-boardable-meeting-page?hsLang=en)** 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](https://docs.boardable.com/knowledge/navigate-to-boardable-meeting-page?hsLang=en)** 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. [**Add Documents to Meeting Page**](https://docs.boardable.com/knowledge/documents-upload-to-meeting-page?hsLang=en) 1. Learn how to add documents to the meeting page from a variety of sources [**Add Documents to Meeting Page**](https://docs.boardable.com/knowledge/documents-upload-to-meeting-page?hsLang=en) 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. [**Notifications - Send Messages and Updates**](https://docs.boardable.com/knowledge/notifications-send-messages-and-updates?hsLang=en) 1. Learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information [**Notifications - Send Messages and Updates**](https://docs.boardable.com/knowledge/notifications-send-messages-and-updates?hsLang=en) 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. [**Update My RSVP**](https://docs.boardable.com/knowledge/update-my-rsvp?hsLang=en) 1. Learn how to update your own RSVP to a meeting in Boardable [**Update My RSVP**](https://docs.boardable.com/knowledge/update-my-rsvp?hsLang=en) 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](https://docs.boardable.com/knowledge/update-rsvp-for-meeting-invitees?hsLang=en)** 1. Learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable **[Update RSVP for Meeting Invitees](https://docs.boardable.com/knowledge/update-rsvp-for-meeting-invitees?hsLang=en)** 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. [**Join Boardable Video Conferencing Session**](https://docs.boardable.com/knowledge/join-boardable-video-conferencing-session?hsLang=en) 1. Follow these steps to join a meeting using Boardable Video [**Join Boardable Video Conferencing Session**](https://docs.boardable.com/knowledge/join-boardable-video-conferencing-session?hsLang=en) 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**](https://docs.boardable.com/knowledge/join-zoom-meetings-from-boardable?hsLang=en) 1. Learn how to join a Zoom meeting from Boardable [**Join Zoom Meetings from Boardable**](https://docs.boardable.com/knowledge/join-zoom-meetings-from-boardable?hsLang=en) 1. Learn how to join a Zoom meeting from Boardable Learn how to join a Zoom meeting from Boardable - [**Dial In to Boardable Video**](https://docs.boardable.com/knowledge/dial-in-to-boardable-video?hsLang=en) 1. Learn how to join Boardable Video meetings from a remote location by dialing in with your phone [**Dial In to Boardable Video**](https://docs.boardable.com/knowledge/dial-in-to-boardable-video?hsLang=en) 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**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 1. Learn about the guest experience for Boardable Video [**Guests and Boardable Video**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 1. Learn about the guest experience for Boardable Video Learn about the guest experience for Boardable Video ### **Take Attendance** 1. [**Attendance in Meeting Minutes**](https://docs.boardable.com/knowledge/attendance-in-meeting-minutes?hsLang=en) 1. Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after [**Attendance in Meeting Minutes**](https://docs.boardable.com/knowledge/attendance-in-meeting-minutes?hsLang=en) 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**](https://docs.boardable.com/knowledge/attendance-on-the-meeting-page?hsLang=en) 1. Learn how to take attendance on the meeting page and what it is used for [**Take Attendance on the Meeting Page**](https://docs.boardable.com/knowledge/attendance-on-the-meeting-page?hsLang=en) 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. [**Create Meeting Minutes**](https://docs.boardable.com/knowledge/create-meeting-minutes?hsLang=en) 1. Learn how to create meeting minutes from the meeting page and from Boardable Video [**Create Meeting Minutes**](https://docs.boardable.com/knowledge/create-meeting-minutes?hsLang=en) 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 - [**Edit / Format Meeting Minutes**](https://docs.boardable.com/knowledge/edit-format-meeting-minutes?hsLang=en) 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**](https://docs.boardable.com/knowledge/edit-format-meeting-minutes?hsLang=en) 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**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 1. Learn about all of the options available through the plus icon within free-form meeting minutes [**Meeting Minutes - Additional Options**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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 - [**Publish Meeting Minutes**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 1. Learn how to publish free-form minutes through the meeting page or through Boardable Video [**Publish Meeting Minutes**](https://docs.boardable.com/knowledge/publish-meeting-minutes?hsLang=en) 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. [**Board Packet Quick Print**](https://docs.boardable.com/knowledge/board-packet-quick-print?hsLang=en) 1. Compile all meeting agenda files and documents into one printable PDF 2. [**Board Packet - Troubleshooting**](https://docs.boardable.com/knowledge/board-packet-troubleshooting?hsLang=en) 1. Learn troubleshooting tips when having difficulty creating the board packet 2. **Boardable Video Features (Video)** 1. [**Boardable Video Overview**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 1. Learn about Boardable's video conferencing and the features available during a meeting 2. [**Chat in Boardable Video**](https://docs.boardable.com/knowledge/chat-in-boardable-video?hsLang=en) 1. Learn how to chat in a meeting and review the chats later in Boardable Video 3. [**Muting Attendees, Shortcuts, and Useful Tips in Boardable Video**](https://docs.boardable.com/knowledge/boardable-video-keyboard-shortcuts?hsLang=en) 1. Learn about keyboard shortcuts, muting available, using AirPods, and voice focus in Boardable Video meetings 4. **[Presenting Files](https://docs.boardable.com/knowledge/present-meeting-documents-in-boardable-video-session?hsLang=en)** 1. Learn how to present documents in Boardable Video 5. [**Record a Meeting in Boardable Video**](https://docs.boardable.com/knowledge/record-a-meeting-in-boardable-video?hsLang=en) 1. Boardable Video allows users to record meetings, review past recordings, and send meeting recordings 6. [**Screen Sharing**](https://docs.boardable.com/knowledge/screen-sharing?hsLang=en) 1. Learn how to screen share using Boardable Video 3. **Comments / Discussions** 1. [**Comments on the Meeting Page**](https://docs.boardable.com/knowledge/meeting-page-comments?hsLang=en) 1. Learn about comments on the meeting page and how to attach a document to a specific comment 2. [**Start a Discussion**](https://docs.boardable.com/knowledge/start-a-discussion?hsLang=en) 1. Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion 3. [**Overview of Discussions**](https://docs.boardable.com/knowledge/overview-of-discussions?hsLang=en) 1. Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion 4. [**View / Participate in Discussions**](https://docs.boardable.com/knowledge/view-participate-in-discussions?hsLang=en) 1. Learn how to be a part of discussions as well as understand the permissions within a discussion 5. [**Add / Edit / Delete a Message in Discussions**](https://docs.boardable.com/knowledge/add-edit-delete-messages-in-a-discussion?hsLang=en) 1. Learn how to add a message to a discussion, as well as edit and delete a message you created 6. [**Formatting and Emojis**](https://docs.boardable.com/knowledge/formatting-and-emojis?hsLang=en) 1. Learn about the formatting options available for a message, and how to use emojis in Boardable 7. [**Edit or Delete a Discussion**](https://docs.boardable.com/knowledge/edit-or-delete-a-discussion?hsLang=en) 1. Learn who can edit a discussion, delete a discussion, or remove messages from a discussion 8. [**Close and Archive a Discussion**](https://docs.boardable.com/knowledge/close-and-archive-a-discussion?hsLang=en) 1. Learn to close and / or archive discussions, as well as view, re-open, and unarchive in Boardable 4. **Polls** 1. [**Polls for Administrators**](https://docs.boardable.com/knowledge/polls-troubleshooting?hsLang=en) 1. Learn how to create, vote on, edit, & delete polls 5. **Public Page** 1. [**Public Meeting Page**](https://docs.boardable.com/knowledge/public-meeting-page?hsLang=en) 1. Customize public pages and share a meeting to be viewed without logging in 6. **Tasks** 1. [**Create a Task**](https://docs.boardable.com/knowledge/create-a-task?hsLang=en) 1. Learn how to create a task 2. [**Tasks — Change Completion Status**](https://docs.boardable.com/knowledge/tasks-change-completion-status?hsLang=en) 1. Learn how to mark a task as complete or incomplete 3. [**Multi-User Tasks: Group Owners / Group Admins**](https://docs.boardable.com/knowledge/multi-user-tasks-group-owners-admins?hsLang=en) 1. Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups ### **Board Packet** 1. [**Board Packet Quick Print**](https://docs.boardable.com/knowledge/board-packet-quick-print?hsLang=en) 1. Compile all meeting agenda files and documents into one printable PDF [**Board Packet Quick Print**](https://docs.boardable.com/knowledge/board-packet-quick-print?hsLang=en) 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**](https://docs.boardable.com/knowledge/board-packet-troubleshooting?hsLang=en) 1. Learn troubleshooting tips when having difficulty creating the board packet [**Board Packet - Troubleshooting**](https://docs.boardable.com/knowledge/board-packet-troubleshooting?hsLang=en) 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. [**Boardable Video Overview**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 1. Learn about Boardable's video conferencing and the features available during a meeting [**Boardable Video Overview**](https://docs.boardable.com/knowledge/boardable-video-overview?hsLang=en) 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**](https://docs.boardable.com/knowledge/chat-in-boardable-video?hsLang=en) 1. Learn how to chat in a meeting and review the chats later in Boardable Video [**Chat in Boardable Video**](https://docs.boardable.com/knowledge/chat-in-boardable-video?hsLang=en) 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**](https://docs.boardable.com/knowledge/boardable-video-keyboard-shortcuts?hsLang=en) 1. Learn about keyboard shortcuts, muting available, using AirPods, and voice focus in Boardable Video meetings [**Muting Attendees, Shortcuts, and Useful Tips in Boardable Video**](https://docs.boardable.com/knowledge/boardable-video-keyboard-shortcuts?hsLang=en) 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](https://docs.boardable.com/knowledge/present-meeting-documents-in-boardable-video-session?hsLang=en)** 1. Learn how to present documents in Boardable Video **[Presenting Files](https://docs.boardable.com/knowledge/present-meeting-documents-in-boardable-video-session?hsLang=en)** 1. Learn how to present documents in Boardable Video Learn how to present documents in Boardable Video - [**Record a Meeting in Boardable Video**](https://docs.boardable.com/knowledge/record-a-meeting-in-boardable-video?hsLang=en) 1. Boardable Video allows users to record meetings, review past recordings, and send meeting recordings [**Record a Meeting in Boardable Video**](https://docs.boardable.com/knowledge/record-a-meeting-in-boardable-video?hsLang=en) 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**](https://docs.boardable.com/knowledge/screen-sharing?hsLang=en) 1. Learn how to screen share using Boardable Video [**Screen Sharing**](https://docs.boardable.com/knowledge/screen-sharing?hsLang=en) 1. Learn how to screen share using Boardable Video Learn how to screen share using Boardable Video ### **Comments / Discussions** 1. [**Comments on the Meeting Page**](https://docs.boardable.com/knowledge/meeting-page-comments?hsLang=en) 1. Learn about comments on the meeting page and how to attach a document to a specific comment [**Comments on the Meeting Page**](https://docs.boardable.com/knowledge/meeting-page-comments?hsLang=en) 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 - [**Start a Discussion**](https://docs.boardable.com/knowledge/start-a-discussion?hsLang=en) 1. Learn about discussions, how to add a discussion, and how to choose who should be involved in the discussion [**Start a Discussion**](https://docs.boardable.com/knowledge/start-a-discussion?hsLang=en) 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 - [**Overview of Discussions**](https://docs.boardable.com/knowledge/overview-of-discussions?hsLang=en) 1. Learn the basics of having discussion in Boardable, along with sorting, filtering, and how to leave a discussion [**Overview of Discussions**](https://docs.boardable.com/knowledge/overview-of-discussions?hsLang=en) 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**](https://docs.boardable.com/knowledge/view-participate-in-discussions?hsLang=en) 1. Learn how to be a part of discussions as well as understand the permissions within a discussion [**View / Participate in Discussions**](https://docs.boardable.com/knowledge/view-participate-in-discussions?hsLang=en) 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**](https://docs.boardable.com/knowledge/add-edit-delete-messages-in-a-discussion?hsLang=en) 1. Learn how to add a message to a discussion, as well as edit and delete a message you created [**Add / Edit / Delete a Message in Discussions**](https://docs.boardable.com/knowledge/add-edit-delete-messages-in-a-discussion?hsLang=en) 1. Learn how to add a message to a discussion, as well as edit and delete a message you created Learn how to add a message to a discussion, as well as edit and delete a message you created - [**Formatting and Emojis**](https://docs.boardable.com/knowledge/formatting-and-emojis?hsLang=en) 1. Learn about the formatting options available for a message, and how to use emojis in Boardable [**Formatting and Emojis**](https://docs.boardable.com/knowledge/formatting-and-emojis?hsLang=en) 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**](https://docs.boardable.com/knowledge/edit-or-delete-a-discussion?hsLang=en) 1. Learn who can edit a discussion, delete a discussion, or remove messages from a discussion [**Edit or Delete a Discussion**](https://docs.boardable.com/knowledge/edit-or-delete-a-discussion?hsLang=en) 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**](https://docs.boardable.com/knowledge/close-and-archive-a-discussion?hsLang=en) 1. Learn to close and / or archive discussions, as well as view, re-open, and unarchive in Boardable [**Close and Archive a Discussion**](https://docs.boardable.com/knowledge/close-and-archive-a-discussion?hsLang=en) 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. [**Polls for Administrators**](https://docs.boardable.com/knowledge/polls-troubleshooting?hsLang=en) 1. Learn how to create, vote on, edit, & delete polls [**Polls for Administrators**](https://docs.boardable.com/knowledge/polls-troubleshooting?hsLang=en) 1. Learn how to create, vote on, edit, & delete polls Learn how to create, vote on, edit, & delete polls ### **Public Page** 1. [**Public Meeting Page**](https://docs.boardable.com/knowledge/public-meeting-page?hsLang=en) 1. Customize public pages and share a meeting to be viewed without logging in [**Public Meeting Page**](https://docs.boardable.com/knowledge/public-meeting-page?hsLang=en) 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. [**Create a Task**](https://docs.boardable.com/knowledge/create-a-task?hsLang=en) 1. Learn how to create a task [**Create a Task**](https://docs.boardable.com/knowledge/create-a-task?hsLang=en) 1. Learn how to create a task Learn how to create a task - [**Tasks — Change Completion Status**](https://docs.boardable.com/knowledge/tasks-change-completion-status?hsLang=en) 1. Learn how to mark a task as complete or incomplete [**Tasks — Change Completion Status**](https://docs.boardable.com/knowledge/tasks-change-completion-status?hsLang=en) 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**](https://docs.boardable.com/knowledge/multi-user-tasks-group-owners-admins?hsLang=en) 1. Multi-User Tasks : Group Owners and Group Admins can now assign tasks to groups and multiple groups [**Multi-User Tasks: Group Owners / Group Admins**](https://docs.boardable.com/knowledge/multi-user-tasks-group-owners-admins?hsLang=en) 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. [**Delete a Meeting**](https://docs.boardable.com/knowledge/delete-a-meeting?hsLang=en) 1. Learn how to delete a meeting, including recurring meetings, in Boardable [**Delete a Meeting**](https://docs.boardable.com/knowledge/delete-a-meeting?hsLang=en) 1. 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