Create a New Committee

Create a new committee to handle new responsibilities or oversee a new project.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Committees” tab.
  3. In the “COMMITTEES” window that opens, click on the “+New Committee” button at the top right.
  4. In the “COMMITTEE CREATION” window that opens, type a name in the “Committee Name” box.
  5. Click on the “Limited to” dropdown menu to select which membership roles and committee members should be eligible to join this committee. Click on a checkbox to select or deselect the name of a role. Select as many roles as you want to be eligible for this committee, or deselect any roles that you no longer want to be able to participate on it. NOTE: If you add the committee’s own tag as a requirement for membership on the committee, you will not be able to add any new members to the committee. Adding that tag essentially says, “Limit the membership of this committee to the people already on it.” Especially if you have not yet added any members to the committee, this is not a setting you want to add.
  6. Type a description of the committee’s focus in the “Committee Description” box.
  7. To add an image or logo to the committee information, click on the “Browse” button for the “Committee Image” area.
    • In the “ADD IMAGE” window that appears, click on the “Browse” button and locate the image file on your computer. You can upload a GIF, JPG, or PNG file up to 15 MB in size.
    • Click and drag inside the blue selection-area box to position it over the portion of the image that you want to display as the avatar. Click and drag any of the blue dots on the corners and edges of the blue box to enlarge or reduce the selected area. On a laptop trackpad or scroll-wheel mouse, zoom in or out to change the display size of the image. You also can click and drag outside the default blue box to draw a new selection area.
    • When you are happy with the image file, click on the “Save Image” button to complete the process and return to the “COMMITTEE CREATION” window. To exit the process without adding an image, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
  8. To require that eligible members submit an application form to join a committee, click on the “Application” dropdown menu and select a Custom Form from the list. If you need to create the form, click on the “Forms” link next to the name of the “Application” field to open the “CUSTOM FORMS” window in a new tab of your browser window so you can prepare the application. To refresh the list of custom forms in the “Application (optional)” dropdown menu after you create a new form and return to the “COMMITTEE CREATION” window, click on the “Refresh” icon (two arrows forming a circle) next to the name of the “Application (optional)” dropdown menu. The list of forms refreshes to display any new forms you have created. (For instructions on how to create custom forms, see the “Custom Forms” section of these instructions.)
  9. To make committee membership by invitation only, set the “By Invitation Only” radio buttons to “Yes.” To accept applications from all eligible members, set the radio buttons to “No.”
  10. To set the time period for committee membership, click on the “Term Length” dropdown menu and select an option. To create a term length that does not appear on the dropdown menu, select “Custom” and enter a value in the “Custom Term Length” box that appears next to the “Term Length” box.
  11. To select a committee leader, scroll down to the “LEADERSHIP” section of the “COMMITTEE CREATION” window and choose from the “Committee Leaders” dropdown menu. Click on a checkbox to select or deselect the name of a member. Select as many members as you want to lead this committee, or deselect any members whom you no longer want to be part of its leadership.
  12. To create one or more additional committee leadership roles, click on the “+Add Another Title Role” link. Enter a name for the title in the “Title Name” box and select member names from the dropdown menu adjacent to the box. Click on a checkbox to select or deselect the name of a member. Select as many members as you want to lead this committee, or deselect any members whom you no longer want to be part of its leadership. To delete an additional leadership role, click on the “Remove This Role” icon (red trash can).
  13. When you are happy with your committee setup, click on the “Save Committee” button. To exit the process without creating a committee, click on the “Cancel” button.