Paper boards

Create and share template:

(You only need to do this once.)

1. Log in and select a board under "My organizations".
2. Click on Meetings and then Agenda templates in the left menu.
3. Create a new template by pressing the "Create template" button.
4. Choose the template's name, press the "Add item" button, and fill in each item's title and minutes notes. When you're done, finish by clicking "Save" at the bottom of the page.
5. Go to Template Library by clicking Tools and then Template Library in the left menu.
6. Publish the template by pressing "Publish Template" and selecting "Publish" on your created template. Fill in the fields marked with an asterisk.
7. On "Visibility", select "Private". Click on "Publish".
8. For each board that will use the template, click "Private/Hidden Templates" and then click "Save" for the current template.

Create minutes:

1. Click on "My Organizations" and then select the current board.
2. Click "Meetings" and "Plan meeting" in the left menu.
3. Enter "Title" for the meeting. Click on "Save and continue".
4. Press the "Use" button for the agenda template you created.
5. Click "Mark agenda as done".
6. Click on "Skip sending invitations".
7. Press "Write minutes".
8. Choose a secretary and an adjuster. Also, select people as signatories. Click on "Comments and review".
9. Click on "Mark minutes as done".
10. Click "Mark as reviewed" at the bottom.
11. Click "Approve" at the bottom.
12. The minutes must now be signed by those specified as signatories. Once done, they are automatically archived. If you do not have an e-signature, print the minutes, sign, scan in, upload, and click "Mark as signed".
13. Repeat for each board.

Create a template

1. Click on Meetings and then Agenda templates in the left menu. Create a new template by pressing the "Create template" button.

2. Choose the template's name, click the "Add item" button and fill in the title and minutes notes for each item if necessary. You can also set time estimates and item types. When you're done, click the "Save" button

Publish template

3. Click Tools and then Template Library in the left menu. Publish the template by clicking the "Publish Template" tab and the "Publish" button on your created template.

4. Fill in the starred fields. Under "Visibility", select "Private". Then click on "Publish."

Share template

5. For each board that will use the template, click "Private/hidden Templates" and then click "Save" for the current template.