About the Meetings Page

1. Overview

The Meetings Page provides a comprehensive list of all board meetings, and shows the recording secretary's name at the upper right. 

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2. Important Actions

• Deleting Meetings: Only the recording secretary has the authority to delete meetings. Exercise caution as this action is irreversible.

• Agenda Creation: Utilize the 'Agenda Templates' feature to craft agendas. Similarly, you can review minutes and attachments from this section.

3. Top Navigation Menu

• Agenda Templates: Dedicated button for designing agenda templates. Learn more about Agenda Templates.

• Contacts: This section displays the name, title, terms, and the respective start and end dates. For more detailed information, like the email address or phone number, click on 'more'.

• Board Admins can update term details. To do this, select the drop-down menu on the top left and navigate to 'manage users'.

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4. Meeting Details

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Date: Specifies the date of the meeting.

Time: Highlights the time of the meeting (includes time zone)

Location: Indicates the venue of the meeting.

Type

• Regular: For director meetings that occur monthly or less frequently

• Annual: Specifically for Annual or Annual General Meetings involving owners or members.

• Special: Used for rare "special" meetings where owners or members are invited. This type should not be used for director meetings.

• Informal: For casual meetings conducted by directors.

Status:

• New: Meeting is yet to be called to order.

• Closed: Meeting has been adjourned.

• Approved: The meeting minutes have received board approval. Upon this, the minutes are finalized in a PDF format, making further edits impossible.

• Editing: Any information highlighted in blue is editable. To make changes, click on the blue text and a popup will appear for editing. 

6. Additional Features

	Add a video conference link.
	Create or view meeting agenda with a dedicated button.
	Edit or Access minutes
	Organize or retrieve meeting attachments.

Updated October 2023 (linked to Help)