Meetings
Everything you need to know about building and managing meetings
By Richard1 author27 articles
Meetings
How to create, edit and delete meetings
- Creating a new meeting from scratchLearn how to create a meeting from scratch
- Editing meeting detailsLearn how to edit the name, date or location of a meeting
- Setting the start time of a meetingLearn how to set, and change, the start time of a meeting
- Deleting meetingsLearn how to a delete a meeting
- Create a new meeting from an existing meetingLearn how to create a new meeting by copying an existing meeting you have created, why you would want to do this and best practice tips
Managing meetings
How to build and manage meetings including agendas and attendance management
- Building agendasLearn how to build an agenda, including information on our 3 agenda blocks, organising your agenda using drag-and-drop and indentation
- SectionsLearn how to use and configure section blocks in agendas
- BreaksLearn how to use and configure break blocks in agendas
- ItemsLearn how to use and configure item blocks in agendas
- Managing item attendanceLearn how to manage item attendance, including adding and removing attendees and assigning attendees as presenters
- Managing meeting attendanceLearn how to view and manage meeting attendance, including apologies and partial attendances of forum members
- NotesLearn how to use and configure note blocks in agendas
- Hidden SectionsLearn how to hide and unhide sections and why you might want to do this
- Publishing meetingsLearn how to publish meetings into the personal portal for attendees to view
- Notifying attendees about meetingsLearn how to notify attendees of a meeting of the agenda items relevant to them
Shell minutes and run sheets
Learn how to add proposed resolutions, attendance notes and run sheet notes
- Adding a proposed resolutionLearn how to add a proposed resolution to an item for inclusion in shell minutes and run sheets
- Adding a run sheet noteLearn how to add a note to an item for inclusion in run sheets
- Adding an attendance noteLearn how to add an attendance note for inclusion in run sheets
- Minute MatchLearn how to use boardcycle's Minute Match feature to pre-write your shell minutes to the maximum possible extent
Exporting documents
How to export agendas, run sheets and shell minutes to .docx (Word) format
- Exporting agendasLearn how to export your agenda
- Anatomy of our agenda templateSee a breakdown of each of the core elements of boardcycle's agenda template
- Exporting a run sheetLearn how to export your run sheet
- Generating shell minutesLearn how to generate shell minutes for a meeting in .docx format precisely when you need them
Diligent Bookbuilder
How to use boardcycle's Diligent Bookbuilder to build book structures in Diligent