By using dynamic hashtags (#) in agendas, minutes, and templates, Boardeaser automatically inserts details such as your organization number, next meeting date, and role holders (e.g., chairperson and secretary). This guide lists available hashtags and explains how to use them in the meeting process.
Important to note when writing an agenda:
If you insert person-linked hashtags (such as#chairman,#secretary, or#reviewer) into an agenda or agenda template, they will not be replaced with names immediately. Names are populated automatically once the meeting moves to the minutes stage and the roles have been assigned.
Table of contents
- 1. Benefits of dynamic hashtags
- 2. Available preset hashtags
- 3. How to insert hashtags in the meeting process
- 4. Create your own hashtags for custom roles
- Related guides
1. Benefits of dynamic hashtags
Using hashtags saves time and minimizes the risk of manual typos in your board documents:
- Automation: Names of meeting roles (e.g., secretary or chairperson) are automatically pulled into the body text.
- Fewer errors: Ensures that organization names, registration numbers, and next meeting dates are always accurate.
- Flexibility in templates: If a person is replaced in the organization or meeting settings, the name updates automatically wherever the hashtag is used.
2. Available preset hashtags
The following hashtags are built into Boardeaser and can be used in agendas, minutes, and agenda templates:
| Hashtag | Information retrieved automatically |
|---|---|
#chairman |
The name of the meeting's appointed chairperson. |
#secretary |
The name of the meeting secretary. |
#reviewer |
The names of the appointed minute reviewers/adjusters. |
#reviewer_including_chairman |
The names of all appointed reviewers including the chairperson. |
#nextmeeting |
The date of the next scheduled meeting in the series. |
#organization_name |
Your registered organization name. |
#organization_number |
Your organization's corporate registration number. |
3. How to insert hashtags in the meeting process
You can insert hashtags when creating an agenda template, editing item descriptions in an agenda, or writing the meeting minutes:
- Place your cursor in the text field where you want the information to appear.
- Type the # symbol to open the suggestion dropdown list.
- Start typing the hashtag name (e.g.,
#org) to filter the list and select your desired option.
4. Create your own hashtags for custom roles
Does your organization need additional roles, such as #meeting_coordinator or #treasurer? You can create your own hashtags by configuring custom roles within your organization.
- Learn how to set this up in our Custom roles guide.
- Once created, simply type # followed by the first few letters (e.g.,
#mee) in the text editor to see your custom hashtag in the list.