Meetings Overview
Navigating an agenda
The Goal Scorecard
Advantages for Board Members
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Creating a Meeting Template
Edit/Delete a Meeting Template
Filter Meeting Templates
View a Meeting Template
View all 5
Creating a New, Empty Meeting
Creating a Meeting From a Template
Copy a Meeting from an Existing Meeting
Meeting Setup Screen
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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
View all 15
Add / Edit / Delete a Sticky Note
Print an Agenda
Print an Agenda Item
Print Meeting Minutes
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Editing Meeting Information
Delete a Meeting
Filter Meetings
View a Meeting
Creating a Meeting Type
Deleting a Meeting Type
Editing a Meeting Type
Public vs. Non-Public Meeting Types
Creating an Item Template
Edit/Delete an Item Template
Rename Field Labels
View all 3
View all 6
Agenda Workflow Screen (Overview)
Creating a New Item (Contributor View)
Creating Agenda Workflow Templates
Disable Workflow(s) on an Agenda Item
View all 23
Email Notification
Publish / Unpublish a Meeting
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Meetings Listing Page
View all 1