Introduction
A meeting is the starting point for everything you do in boardcycle - once you have created a meeting, you can build its agenda, record attendance and produce your meeting documents from it. You can create a meeting in 2 ways:
from the Meetings tab of the company holding that meeting
from the Meetings tab of the forum holding the meeting
The only difference between these 2 ways is that if you create the meeting at the company level, you will have to select the forum holding the meeting as part of the meeting creation workflow - whereas if you create it at the forum level, boardcycle will automatically create the meeting in that forum.
Worth knowing: you can copy an existing meeting instead
If you create a new meeting from scratch, you will need to build the agenda for that meeting from scratch too - a new meeting starts with just the special Action Items item on the canvas. Alternatively, you can copy an existing meeting - if you do this, you will also copy the agenda from that meeting and related settings like attendees and presenters, which could save you a lot of time! Learn how in Create a new meeting from an existing meeting.
Creating a meeting at the company level
To create a meeting at the company level:
navigate to the Meetings tab of the company
click + New Meeting
select the forum holding the meeting from the dropdown
click Go
you will now be shown the new meeting screen - make any necessary changes to the meeting name and if you would like, enter the meeting date, location, change the timezone and enter a video conference link
click Save
Worth knowing: Date, location and video conference link are optional
When creating a meeting, you only need to give it a name (and boardcycle will automatically suggest a default name for the meeting). The date, location of the meeting and a video conference link can be added or changed at any time. By default, the meeting timezone will be the company's default timezone.
Creating a meeting at the forum level
To create a meeting at the forum level:
navigate to the Meetings tab of the forum
click + New Meeting
you will now be shown the new meeting screen - make any necessary changes to the meeting name and if you would like, enter the meeting date, location, change the timezone and enter a video conference link
click Save
Worth knowing: Video conference link is clickable on exported agendas
When you add a video conference link to the meeting details as described above, this will appear as a clickable link on your agenda.