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Setting up a Meeting for Board Members

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 Meeting"

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

6. Type the Meeting "Title"

Type the Meeting "Title"

7. Choose the type of meeting

Choose the type of meeting

8. Enter a "Description"

Enter a "Description"

9. Set a "Date" for this meeting

Set a "Date" for this meeting

10. Set a "Start" time

Set a "Start" time

11. Set an "End" time

Set an "End" time

12. Enter a "Location"

Enter a "Location"

13. Select a "Location Type"

Select a "Location Type"

14. Choose a "Meeting Link Type"

Choose a "Meeting Link Type"

15. Set the "Scheduled" status

Set the "Scheduled" status

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

Scroll down to find the "Supporting Documents" section

17. Click "Drop files here or click to upload"

Click "Drop files here or click to upload"

18. Choose the "Document category"

Choose the "Document category"

19. Set the document's privacy using this checkbox

Set the document's privacy using this checkbox

20. Click "Add Meeting" to invite all board members to this meeting, they will receive an email an app notification.

Click "Add Meeting" to invite all board members to this meeting, they will receive an email an app notification.