How to use Events?

Everyone except owners or members can add event. Note below section for recording secretaries only. 

Events can be anything. 

Examples of events include contract renewals, annual meeting preparation, preparation of budgets, and any event or activity of importance to the board. 

The best thing about events, is that reminders can be sent. Even better is multiple reminders can be sent and the people receiving the reminder can be customized to one person or everyone.  

Go to

A. Add a new event - Click on New event (orange button at the top right)

(Click on image to enlarge.)

Add event name, event description and select date and time

If you want the event to be shared with owners or members, check box. 

(Click on image to enlarge.)

Add recurrence

If this is an event that will recur, set the interval from the dropdown. It can be set as "the first Tuesday of the month" or other variation. 

Add reminders 

If you would like email reminders to be sent about an event, add them by clicking on the +.  If no reminders are selected, no reminders will be sent but upcoming events (maximum of 5 at one time) will be listed in the overview - or board home page. 

Multiple reminders can be sent for each event. 

Set the timing in minutes or days that you need an email reminder to be sent. 

(Click on image to enlarge.)

Select groups or individuals who will receive reminders. 

Don't forget to save.

Once the event date has passed, the event date automatically updates to its subsequent occurrence.  

B. How to edit an event 

(Click on image to enlarge.)

Step 1

Click the pencil icon

Step 2

Edit the fields

Step 3

Click

C. How to add an event to a meeting - For Recording Secretaries ONLY

If you are not the recording secretary that Add event to meeting button will not be present. 

Step 1

Click on the meeting to view the event details. 

(Click on image to enlarge.)

Step 2

Click on the 'Add event to meeting' and select a meeting from the dropdown. Click .

The event will show up as an agenda item in the minutes. 

C. How to remove an event 

Step 1

Click the at the right-hand side of the row.

A popup asks for confirmation of the deletion. Click .

Updated October 2023 (link to Help)