A recurring meeting template creates future meeting drafts on a schedule. Use it for regular board or committee meetings that share the same basic details.

Before you begin: You need permission to create meetings. A recurring template creates drafts in advance; review each occurrence before publishing it.

Create a recurring template #

1. Open Meetings and select Upcoming, Past, or Recurring Templates.
2. Select Add Recurring Meeting. If you start from Add Event, choose Create Manually.
3. Enter the event name, the first start and end dates and times, location, description, committee, and status.
4. Select Make this a recurring meeting.
5. Choose the Frequency: Weekly, Every other Week, Monthly, Every other Month, Quarterly, Every 6 months, or Annual.
6. For Monthly or Every other Month, choose whether to repeat on a specific day of the month or on a relative weekday such as the first Monday or last Friday.
7. Optional: enter Recurring Until. Leave it blank if the series should continue without a set end date.
8. Set Create drafts this many days in advance. The default displayed by BoardSite is 30 days.
9. Optional: choose a person under Notify when a new draft is created. That person receives an in-app notification when the scheduler creates an occurrence.
10. Review the template and select Create Recurring Template.

Manage the series #

1. Open Meetings → Recurring Templates to view the templates available to you.
2. Open an occurrence and use Edit this meeting to change that occurrence only.
3. Use Edit recurring template to change the series settings used for future drafts.
4. Review each generated draft’s date, location, agenda, documents, and status before publishing it.

Important: Changing one meeting does not necessarily change the recurring template. Choose Edit recurring template when the ongoing cadence or shared details must change.

Troubleshooting #

• If no new occurrence appears, check the frequency, end date, and draft lead time on the template.
• If nobody receives a draft notification, confirm that a notification recipient is selected on the template.
• If you cannot edit the series, ask an administrator to review your meeting permissions.

Related articles #

• How do I schedule a new meeting?
• How do I add an agenda for my meeting?
• How do I send a meeting reminder?