About the Meetings Page

(Click on an image to enlarge it.)

Navigating the Meetings Page

Shows a list of all board meetings. 

Meeting Status

• New - the meeting has not been called to order

• Closed - the meeting has been adjourned.

• Approved - the meeting has been approved by a motion of the board. The minutes are converted to a pdf and can't be edited further

Meetings can be deleted only by a recording secretary.  Be careful as this action can not be undone. 

Agenda templates are created via Agenda Templates

Agendas, Minutes & Attachments can be created or reviewed 

Top Navigation Menu

Agenda templates - for creating agenda templates

More about Agenda Templates

Contacts 

Includes name, title. Terms and term start and end date can be added. 

Clicking on more shows email address and phone number (if added)

Board Admins can enter term information - click on drop-down menu at the top left and go to manage users. 

Meeting Details

Date - meeting date

Time - of meeting including time zone

Location - where the meeting is being held.  

If the text is "blue" the information can be edited. Click on it, make changes in the popup. 

Type

• Regular (for monthly or less frequent meetings of the directors) 

• Annual (for Annual or Annual General Meetings of the owners or members)

• Special (for infrequent "special" meetings where the owners or members are invited to attend. Do not use for a meeting of the directors)

• Committee (for informal meetings held by the directors)

Status

• New  - for meetings that have not yet been called to order

• Closed - for meetings that have been adjourned.

• Approved - for meetings where the minutes have been approved.

	Allows a video conference link to be added here
	Click on button to create or view agenda
	Edit or Access minutes
	Organize or access meeting attachments
	Delete a meeting (action can only be completed by a board admin or recording secretary)

Updated October 2023 (linked to Help)