Meetings - CSBA

OVERVIEW

Meetings Overview

Navigating an agenda

The Goal Scorecard

Advantages for Board Members

MEETING TEMPLATES

Creating a Meeting Template

Edit/Delete a Meeting Template

Filter Meeting Templates

View a Meeting Template

MEETING SETUP

Creating a New, Empty Meeting

Creating a Meeting From a Template

Copy a Meeting from an Existing Meeting

Meeting Setup Screen

MANAGING AGENDA ITEMS

Adding an Agenda Item (Top Level and Sub Items)

Assigning Agenda Items — Individual and Mass

Assigning Agenda Items — Multiple

Adding Fields to an Agenda Item

TAKING NOTES AND PRINTING

Add / Edit / Delete a Sticky Note

Print an Agenda

Print an Agenda Item

Print Meeting Minutes

MANAGING MINUTES

Editing Meeting Information

Delete a Meeting

Filter Meetings

GETTING STARTED

Creating a Meeting Type

Deleting a Meeting Type

Editing a Meeting Type

Public vs. Non-Public Meeting Types

ITEM TEMPLATES

Creating an Item Template

Edit/Delete an Item Template

Rename Field Labels

MANAGING YOUR MEETINGS

Editing Meeting Information

Delete a Meeting

Filter Meetings

AGENDA CREATION WORKFLOW

Advantages of agenda management workflow

Setting permissions for submitters and approvers

Work in progress

My meeting items

PUBLISHING A MEETING

Email Notification

Publish / Unpublish a Meeting

MEETINGS LISTING PAGE

Meetings Listing Page