Agendas & Minutes
2 Docs
How do I add an agenda for my meeting?
Last Updated: August 28, 2026Agendas are created inside each meeting workspace. There is no separate top-level Agendas & Minutes area in the current BoardSite navigation. Before you begin: Create the meeting first. You also need permission to edit that meeting’s agenda. Open the agenda Open Meetings and select Upcoming or Past. Select the meeting title. In the meeting workspace,…
How do I record the minutes for a meeting?
Last Updated: August 28, 2026Record 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 Open Meetings and select the meeting. Select the Minutes tab. Review the agenda sections…