Meetings

Introduction to meetings

• Meetings
• Meeting overview
• Historical Meetings - Upload/edit/delete historical meetings
• Upload external agenda and minutes
• Plan a meeting
• Meeting number

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Agenda

• Add items to the agenda
• Move an agenda item
• Edit the agenda items
• Item types in agenda items/minutes items
• Item type meetings follow up
• Attach files to the agenda and minutes

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Agenda template

• Agenda templates
• Create an agenda template
• Create your agenda template from an existing template
• Share an agenda template between boards

Invitation

• Send an meeting invitation
• Include the agenda in an invitation
• Unlock agenda and invitations
• Add a video meeting to the meeting

Minutes

• Unlock reviewed minutes
• Unlock approved minutes
• Change the starting numbering of the minutes items
• Find minutes
• Add and include attachments to the minutes
• Add attending members to the minutes

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Comments and Review minutes

• Add comments on the minutes
• View comments on a minute
• Ask for comments on a minute and see comments on minutes
• Review the minutes without comments
• Skip the review
• Request changes to the minutes as a reviewer

Sign meeting minutes

• E-sign meeting minutes
• Reject a signature
• Download the minutes as a file

Archived meetings

• See historical comments on an archived minutes
• Find an archived meeting
• Change meeting number of an archived meeting
• Move an archived meeting/minutes to another folder
• Find documents from an archived meeting
• Unlock archived meeting

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Other meetings features

• Agenda/Minutes Change History
• Standard phrases
• Hashtags