Manage and Use Standard Phrases

Standard phrases are a powerful tool for streamlining board work. By using preset formulations, you ensure that your agendas and minutes maintain a high legal quality, are consistent, and are quicker to complete.

For a deeper understanding of the benefits of a uniform language, please read our in-depth guide Introduction Standard Phrases.

Contents

• Accessing standard phrases
• Creating a new standard phrase
• Editing and deleting standard phrases
• Using standard phrases when writing agendas and minutes
• Using standard phrases when creating an agenda template

Accessing standard phrases

All the organisation’s saved standard phrases can be found by clicking Meetings > Standard Phrases in the left menu.

Creating a new standard phrase

1. Click the "New phrase" button.
2. Enter the text you want to save.
3. Tip! Use dynamic tags (Hashtags): To make the phrase smart, you can use hashtags that automatically fetch the name of the person in a specific role.
   • Example: Write "The protocol secretary elected was #secretary", and the tag will automatically be replaced with the correct name in the current minutes.
   • Also works for, for example, #chairperson and #adjuster.
4. Finish by clicking "Create phrase". Your phrase will now appear in the list and is ready to use.

Read more about hashtags in the guide Hashtags meeting process

Editing and deleting standard phrases

If a standard phrase needs to be edited or deleted, do the following in the list view:

• Edit: Click the three dots (···) to the right of the phrase and select "Edit". Adjust the text and press "Save".
• Delete: Click the three dots (···) and select "Delete". Confirm your choice by clicking "OK" in the dialog box.

Using standard phrases when writing agendas and minutes

When writing an agenda or minutes, you can easily insert your saved standard phrases directly into the text editor:

1. Place the cursor in the text element where you want to add the standard phrase.
2. Click the paragraph symbol icon (§) in the toolbar.
3. A list will open where you can browse or search for the specific phrase.
4. Click on the desired phrase to insert it immediately.

Tip: By consistently using the search function at the paragraph icon (§), you save valuable time during ongoing meetings!

Using standard phrases when creating an agenda template

When creating an agenda template, you can, in the same way as above, use standard phrases with or without hashtags. Read more about how to create an agenda template in the guide Managing agenda templates in Boardeaser