Boardroom Meetings simplify the familiar task of bringing community administration—and regular residents—together for discussions of essential community topics. Create your meeting, select invitees, add documents and other assets for pre-meeting review, and include a link to a virtual conference. E-mailed notifications provide updates, including reminders, as well as designated documents. Maintain meeting notes within a … Read more
If a scheduled Boardroom Meeting becomes irrelevant or unnecessary, close the Meeting. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu … Read more
Set up administrative and planning meetings directly through your website, notify all attendees via community e-mail message, and supply files and forms in advance of the meeting date. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that … Read more
Delete a Boardroom Meeting permanently if you know you no longer will need it. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the … Read more
Delete documents that have been uploaded to a Boardroom Meeting. Use either of two methods, depending on how a file has been uploaded. From the “BOARDROOM MEETING” window’s “ATTACHMENTS” section Files in this area are added during the creation of the Boardroom meeting, and through the “View Boardroom” and “Edit Boardroom” commands after the meeting … Read more
Download document assets that have been uploaded to a Boardroom Meeting. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu and … Read more
Download Boardroom Meeting notes to review discussion topics, ideas, and outcomes after the Meeting itself. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open … Read more
Edit the details of a Boardroom Meeting to include changes or new details. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots … Read more
Boardroom Organizers and Managers can add comments and attach documents to a Boardroom Meeting to capture ideas and outcomes before, during, or after the Meeting itself. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate … Read more
Boardroom Organizers can add notes to a Boardroom Meeting to capture ideas and outcomes after the Meeting itself. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the … Read more
Add documents to a Boardroom Meeting to provide attendees with pre-meeting information. Delete documents that become unnecessary. Choose among multiple methods of document management for Boardroom Meetings. From the “BOARDROOM MEETING” window’s “Attachments” section Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” … Read more
The Boardroom Meeting Window covers virtually ever aspect of an individual Meeting in one cohesive interface. Learn to navigate and use this resource to assist with or engage in Meeting preparation. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the … Read more
Reopen a closed Boardroom Meeting if it turns out to be necessary after all. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, activate the “Show Closed” toggle switch. Locate the Boardroom Meeting in the list. … Read more
As a Boardroom Meeting participant or leader, you may need to complete a form in advance of the meeting. Although you can use the same method that non-administrative Meeting participants use, you also can provide your information directly through the Boardroom interface. Click on the “Membership” tab on the vertical Dashboard menu at the left … Read more
When you’re invited to a Boardroom Meeting, your e-mailed invitation may include a link to a form you need to fill out before the appointed time of the Meeting. Here’s how to do that. Open the e-mail message you received about the meeting. If this is the initial invitation, the message title will say, “[Your … Read more
The “Search Boardrooms” box below the title of the “BOARDROOM” window enables you to search among your Boardroom Meetings to find entries that match specific criteria. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, type … Read more
Along with an initial notification and optional subsequent reminders via e-mail messages, you also can send out Boardroom Meeting reminders manually at any time. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom … Read more
Send an optional reminder to people who have been invited to attend a Boardroom Meeting. Meeting setup can include two reminders, but if you need to contact all the attendees in addition to those reminders, you can do so at any time. Click on the “Membership” tab on the vertical Dashboard menu at the left … Read more
By default, closed Boardroom Meetings do not appear in the list of Meetings, but you can access and view them with an additional step. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, activate the “Show … Read more
View the list of attendees invited to an individual Boardroom Meeting. Add or remove attendees as and if necessary. You can perform this action in three different ways. From the “BOARDROOM” window Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In … Read more
