Skip to content
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new window
CSBA
CSBACSBA
  • KNOWLEDGE BASE
    • MEETINGS
      • All Meetings Topics
      • Overview
      • Getting Started
      • Meeting Templates
      • Item Templates
      • Meeting Setup
      • Managing Minutes
      • Managing Agenda Items
      • Agenda Creation Workflow
      • Taking Notes and Printing
      • Publishing a Meeting
      • Managing Minutes
      • Meeting Listing Page
    • POLICIES
      • All Policy Topics
      • Policy Overview
      • Getting Started
      • Work in Progress
      • Managing Documents
      • Policy Type Administration
      • Searching the Policies Module
      • Printing Your Documents
  • DOWNLOADS
    • Instructions for Board Members
  • SUPPORT
Search:
Search
  • KNOWLEDGE BASE
    • MEETINGS
      • All Meetings Topics
      • Overview
      • Getting Started
      • Meeting Templates
      • Item Templates
      • Meeting Setup
      • Managing Minutes
      • Managing Agenda Items
      • Agenda Creation Workflow
      • Taking Notes and Printing
      • Publishing a Meeting
      • Managing Minutes
      • Meeting Listing Page
    • POLICIES
      • All Policy Topics
      • Policy Overview
      • Getting Started
      • Work in Progress
      • Managing Documents
      • Policy Type Administration
      • Searching the Policies Module
      • Printing Your Documents
  • DOWNLOADS
    • Instructions for Board Members
  • SUPPORT

You are here:
  1. Home
  2. Knowledge Base
  3. Meetings
Meetings

You are here:
  1. Home
  2. Knowledge Base
  3. Meetings
Meetings
OVERVIEW

Meetings Overview

Navigating an agenda

The Goal Scorecard

Advantages for Board Members

View all 9

MEETING TEMPLATES

Creating a Meeting Template

Edit/Delete a Meeting Template

Filter Meeting Templates

View a Meeting Template

View all 5

MEETING SETUP

Creating a New, Empty Meeting

Creating a Meeting From a Template

Copy a Meeting from an Existing Meeting

Meeting Setup Screen

View all 4

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

View all 15

TAKING NOTES AND PRINTING

Add / Edit / Delete a Sticky Note

Print an Agenda

Print an Agenda Item

Print Meeting Minutes

View all 7

MANAGING MINUTES

Editing Meeting Information

Delete a Meeting

Filter Meetings

View a Meeting

View all 9

GETTING STARTED

Creating a Meeting Type

Deleting a Meeting Type

Editing a Meeting Type

Public vs. Non-Public Meeting Types

View all 9

ITEM TEMPLATES

Creating an Item Template

Edit/Delete an Item Template

Rename Field Labels

View all 3

MANAGING YOUR MEETINGS

Editing Meeting Information

Delete a Meeting

Filter Meetings

View a Meeting

View all 6

AGENDA CREATION WORKFLOW

Advantages of agenda management workflow

Setting permissions for submitters and approvers

Work in progress

My meeting items

View all 13

PUBLISHING A MEETING

Email Notification

Publish / Unpublish a Meeting

View all 2

MEETINGS LISTING PAGE

Meetings Listing Page

View all 1

CSBA
© 2019 California School Boards Association
  • KNOWLEDGE BASE
    • MEETINGS
      • All Meetings Topics
      • Overview
      • Getting Started
      • Meeting Templates
      • Item Templates
      • Meeting Setup
      • Managing Minutes
      • Managing Agenda Items
      • Agenda Creation Workflow
      • Taking Notes and Printing
      • Publishing a Meeting
      • Managing Minutes
      • Meeting Listing Page
    • POLICIES
      • All Policy Topics
      • Policy Overview
      • Getting Started
      • Work in Progress
      • Managing Documents
      • Policy Type Administration
      • Searching the Policies Module
      • Printing Your Documents
  • DOWNLOADS
    • Instructions for Board Members
  • SUPPORT
Navigation
Go to Top