Before sending minutes for formal review, the secretary can invite selected meeting participants to comment on the draft. This guide covers the entire commenting workflow: how the secretary requests comments, how participants submit their feedback, and how the secretary views and manages those comments afterwards.
Good to know about commenting vs. formal review:
- Informal feedback: The commenting round is an optional step for gathering input from selected participants before the minutes are locked and sent to formal reviewers.
- Permissions: The meeting secretary or a user with the Administrator role can send the minutes out for commenting.
Table of contents
- 1. Request comments on minutes (Secretary / Admin)
- 2. Add comments on the minutes (Meeting participant)
- 3. View and manage received comments (Secretary / Admin)
1. Request comments on minutes (Secretary / Admin)
Once the draft minutes are written, you can invite participants to provide feedback:
- Open the Preview tab in the minutes view and click Comments and review.
- Click the Request comments button.
- Write a message if needed, set a deadline for when comments should be submitted, and select which participants should comment on the minutes. Continue by clicking Send.
The minutes view is now updated with the status and deadline for the commenting round, and selected participants receive an email invitation.
2. Add comments on the minutes (Meeting participant)
If you have been asked to comment on a set of minutes, follow these steps:
- Click the Sign in to Boardeaser link in the email notification (or log in to app.boardeaser.com, click Meetings > All meetings in the left menu, open the relevant meeting, and click View minutes).
- Comment on specific minute items by clicking Write a comment next to the item, entering your text, and clicking Comment. You can also write an overall comment about the minutes as a whole at the bottom under Comment.
- When you are finished, click the Done commenting button.
(If you need to edit or remove a comment you have already posted, click the three-dot icon (···) next to the comment and select Edit or Delete.)
3. View and manage received comments (Secretary / Admin)
Once all selected commenters have clicked Done commenting, an email is sent to the secretary confirming that all comments have been collected. You can review the comments in two ways:
In the preview view (View minutes)
Open the meeting and click View minutes to read all item comments and general comments together in the minutes.
Directly in edit mode (Edit minutes)
When updating the minutes based on participant feedback, you can view comments directly inside each item:
- Click Edit minutes.
- A comment icon indicates which items have received comments. Click on the item to expand it.
- Click the Comments button to view the feedback in a pop-up window while editing the text.