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Setting up a Board Committee Meeting

Table of Contents

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1. Click "Board Management" on the left side menu

Click "Board Management" on the left side menu

2. Click "Important Dates" on the sub-menu

Click "Important Dates" on the sub-menu

3. From here, you can manage meetings and deadlines for your board

From here, you can manage meetings and deadlines for your board

4. Click "+ Add Date"

Click "+ Add Date"

5. Click the "Add Date" dropdown menu, and select "Add Comitee Meeting"

Click  the "Add Date" dropdown menu, and select "Add Comitee Meeting"

6. Select a "Committee"

Select a "Committee"

7. Enter a "Title" for this meeting

Enter a "Title" for this meeting

8. Select the type of "Committee" using the dropdown menu

Select the type of "Committee" using the dropdown menu

9. Enter a "Brief description" for this event

Enter a "Brief description" for this event

10. Set a "Date"

Set a "Date"

11. Set a "Start" time

Set a "Start" time

12. Set an "End" time

Set an "End" time

13. Type the "Location"

Type the "Location"

14. Use the dropdown to set a "Location Type"

Use the dropdown to set a "Location Type"

15. Set a "Meeting Link Type"

Set a "Meeting Link Type"

16. Set the "Status"

Set the "Status"

17. Scroll down to find the "Supporting Documents" section

Scroll down to find the "Supporting Documents" section

18. Click inside the box to upload documents from your device

Click inside the box to upload documents from your device

19. Select a "Document category"

Select a "Document category"

20. Use this checkbox to set the document's privacy

Use this checkbox to set the document's privacy

21. When finished click on the "Add Committee Meeting" button. Only committee members will be invited to this meeting and receive notifications

When finished click on the "Add Committee Meeting" button. Only committee members will be invited to this meeting and receive notifications