Meeting Center

Frequently asked questions about scheduling, notifications, attendance and agendas for meetings in Boardable.

How do I add people to or remove people from a meeting?
Meeting invitees can be added or removed by Administrators (or the meeting creator), Collaborators, or Group Owners.  1. Open the meeting and select eit...
Tue, 1 Oct, 2019 at 7:28 PM
How do I cancel a meeting?
Administrators, Group Owners, and Collaborators can cancel meetings.  1. Select the Meeting you would like to cancel 2. Select "Edit Meeting Info&...
Thu, 7 Feb, 2019 at 9:56 AM
How do I add documents to a meeting that aren't in my agenda?
Administrators, Collaborators and Group Owners can add additional documents to a meeting. We call these Supplemental Documents. Supplemental documents will ...
Thu, 7 Feb, 2019 at 10:39 AM
How to upload multiple documents into a meeting
Administrators, Collaborators, and Group Owners can upload documents into a meeting.  1. Select the meeting 2. You can upload documents to the follo...
Thu, 7 Feb, 2019 at 11:03 AM
How do I create an agenda in Boardable?
Administrators, Collaborators, and Group Owners can create and edit agendas.  1. Create or select an upcoming meeting 2. Select "Build Agenda&q...
Thu, 7 Feb, 2019 at 11:45 AM
Collaborator Status
You can assign Collaborator status to users that have both Member and Observer roles for a meeting. A Collaborator will be notified via email that they have...
Thu, 29 Nov, 2018 at 2:17 PM
How do I take minutes in Boardable?
Administrators, Collaborators and Group Owners can record Minutes.  1. Go to the Meeting Page 2. Make sure you have an Agenda built for the meeting ...
Wed, 11 Sep, 2019 at 12:01 PM
How do I create a follow up meeting?
Administrators and Group Owners can create a follow up meeting.  1. Select a meeting 2. On the right hand panel select “Create Follow Up Meeting” ...
Thu, 7 Feb, 2019 at 11:25 AM
How do I send a meeting summary?
Administrators and Group Owners can send a Meeting Summary.  1. Publish minutes 2. Go back to the meeting page 3. Select "Meeting Summary"...
Thu, 7 Feb, 2019 at 11:34 AM
How do I create tasks in a meeting?
Meeting Tasks Go to the Meeting Page and scroll down to the Tasks box Click + Task Enter Task description, assign to a meeting attendee, assign...
Fri, 14 Dec, 2018 at 10:10 AM