Holding a Meeting and Meeting Follow Up
Using BoardSpot during and after a meeting will ensure you keep accurate and timely records.
Organizational Admins and Committee Admins can run a meeting in BoardSpot. Contact your organization's administrator(s) if you need assistance with these tasks.
Navigate to the Meetings home page. Select the correct meeting.
Select View in Presentation Mode at the top of the page. Note: to exit just click Close Presentation on the top right corner.
Presenting during a meeting is a useful tool when participants are in a video call or conference room with projection system.
As admin user, navigate to Meetings home page. Select the correct meeting.
Scroll down to Meeting Participants section.
Fill in checkboxes for 'Yes' or "No' attendance.
No need to click anything to save these details, and these checkboxes can be edited.
Attendance reports can show the attendance records of individual members, committees, and meetings.
As admin user, navigate to Meetings home page. Select the correct meeting.
Click on the ellipses and choose Edit.
Scroll to the bottom of the meeting details page and use the Choose File button to upload the approved minutes to that meeting.
Supported minutes upload types include: pdf, doc, and docx.
Organization Admins and Committee Admins can add past meetings into BoardSpot. To record a past meeting the admin need only add the date, identify the committee, and upload the applicable minutes. This is an effective way to ensure all records are in a single place for ease of access and future reference.
Organizational Admins and Committee Admins can run a meeting in BoardSpot. Contact your organization's administrator(s) if you need assistance with these tasks.
Presenting during a meeting:
Navigate to the Meetings home page. Select the correct meeting.
Select View in Presentation Mode at the top of the page. Note: to exit just click Close Presentation on the top right corner.
Presenting during a meeting is a useful tool when participants are in a video call or conference room with projection system.
Taking attendance during a meeting:
As admin user, navigate to Meetings home page. Select the correct meeting.
Scroll down to Meeting Participants section.
Fill in checkboxes for 'Yes' or "No' attendance.
No need to click anything to save these details, and these checkboxes can be edited.
Attendance reports can show the attendance records of individual members, committees, and meetings.
Uploading approved minutes to a past meeting:
As admin user, navigate to Meetings home page. Select the correct meeting.
Click on the ellipses and choose Edit.
Scroll to the bottom of the meeting details page and use the Choose File button to upload the approved minutes to that meeting.
Supported minutes upload types include: pdf, doc, and docx.
Organization Admins and Committee Admins can add past meetings into BoardSpot. To record a past meeting the admin need only add the date, identify the committee, and upload the applicable minutes. This is an effective way to ensure all records are in a single place for ease of access and future reference.
Updated on: 02/06/2023
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