Record minutes from the Minutes tab in the meeting workspace. BoardSite uses the meeting agenda as the structure for manual minutes.

Before you begin: Add the agenda headings first. You need permission to edit the meeting’s minutes.

Open the minutes workspace #

1. Open Meetings and select the meeting.
2. Select the Minutes tab.
3. Review the agenda sections listed on the page.

Add or edit notes #

1. Find the agenda section you want to document.
2. Select Add Note. If a note already exists, select Edit Note.
3. Enter the decisions, motions, actions, and other approved record for that agenda section.
4. Save the note.
5. Repeat for the remaining agenda sections.

Use recordings or transcription #

The Minutes tab includes a Meeting Transcription area. Authorized users can also select Record/Upload from the meeting toolbar. Recording, uploading, transcription, and AI-generated minutes depend on your organization’s enabled features and should be reviewed before anything is treated as the official record.

Review required: A transcript or AI-generated draft can contain mistakes. Verify attendance, motions, vote results, decisions, names, and action items before publishing or approving minutes.

Change the minutes status #

1. Select Change Status on the Minutes tab.
2. Choose Draft, Published, or Approved.
3. Optional: select the email-notification option. Notifications are limited to people who can access the meeting.
4. Select Change.

• Draft: keeps the minutes in preparation.
• Published: makes the minutes available to permitted meeting participants.
• Approved: records the approved minutes and prevents ordinary future editing.

Select Download Minutes when you need a downloadable copy.

Troubleshooting #

• If no agenda sections appear, add the meeting agenda first.
• If editing controls are missing, ask an administrator to review your minutes permissions.
• If members cannot see the minutes, check the minutes status, meeting visibility, and committee access.
• If a recording is still processing or failed, do not publish AI-generated output; retry or contact BoardSite support.

Related articles #

• How do I add an agenda for my meeting?
• How do I add documents to my meeting for members to review?
• How do I schedule a new meeting?