Navigate the Boardroom Meeting Window

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.

  1. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Boardroom” tab.
  3. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu and choose “View Boardroom.”
  4. At the top left of the “BOARDROOM MEETING” window that opens, immediately under the “BOARDROOM MEETING” page name, the “back to Boardroom list” link returns you to the “BOARDROOM” page.
  5. At the top left, under the “back to Boardroom list” link, the “MEETING DETAILS” section lists up to nine pieces of information, including the following:
    • The Meeting name
    • The name of the Meeting Organizer
    • A link to a list of the Boardroom Manager(s), with controls for changing that list or e-mailing individuals on it
    • The date and time of the Meeting
    • A description of the Meeting’s agenda or focus
    • A link to a list of attendees, with controls for changing that list or e-mailing individuals on it
    • A link to a custom form, if completion of one is required before the Meeting
    • A video conference link to a virtual Meeting session
  6. At the bottom left, below the “MEETING DETAILS” section, the “ATTACHMENTS” section includes upload and download links for documents relevant to the Meeting.
    • Downloadable files include those uploaded in this section, as well as those attached to Boardroom Manager Comments elsewhere on this window.
    • An upload icon allows for the addition of more documents.
  7. At the top right, a tabbed interface includes the “Boardroom Manager Comments” and “Meeting Notes.”
  8. To exit the “BOARDROOM MEETING” window, click on the “Cancel” button, press the “Esc” key, click on the “X” in the top right corner of the window, or click on the “back to Boardroom list” link at the top left of the window.

Boardroom Manager Comments

  1. If you are a Boardroom Manager, click in the text-entry box below your name and avatar to add comments.
  2. To add one or more files as attachments to the Meeting, click on the “include attachments” link below the text-entry box. Locate and select the file(s) you want to attach, and click on the “Open” button to upload them to the Meeting.
  3. When you are happy with your Boardroom Meeting comment, click on the “Add Comment” button.
    • To refresh the comments list and view any new comments posted since you loaded the page, click on the “Refresh” icon (two arrows forming a circle) to the right at the bottom of the “Boardroom Manager Comments” area.
  4. To exit the “BOARDROOM MEETING” window, click on the “Cancel” button, press the “Esc” key, click on the “X” in the top right corner of the window, or click on the “back to Boardroom list” link at the top left of the window.

Meeting Notes

  1. Click on the “Meeting Notes” label to load the “Meeting Notes” tab.
  2. If you are a Boardroom Organizer, click on the Edit icon (pencil) to the right of the “Meeting Notes” label to add notes.
  3. In the “EDIT BOARDROOM NOTES” window that opens, enter your notes into the notes box. Use the controls above the notes box to add or remove text, incorporate a link in your message, or format your content with styles including bold and italic text. (For an itemized list of these controls, see the Style Controls page in these instructions.) To link to a file in your Document Repository, click on the “Go to your document repository” link above the message window to open your Document Repository in an adjacent browser tab so you can use the “ACTIONS” column’s “Copy File Link” icon to capture the link in question.
  4. When you are happy with your Boardroom Meeting notes, click on the “Save” button.
    • To download a copy of the Boardroom Meeting notes in a PDF file, click on the “Download Meeting Notes PDF” icon/link near the bottom of the “Meeting Notes” area.
    • To exit the “BOARDROOM MEETING” window, click on the “Cancel” button, press the “Esc” key, click on the “X” in the top right corner of the window, or click on the “back to Boardroom list” link at the top left of the window.