How do I hold an Advisory Board meeting?

1. Navigate to the Advisory Boards Page

2. Click on the Action Button (...) for the meeting you wish to start

3. Click on Start Activity

4. Click on Call To Order

5. Take Attendance and navigate through your Agenda Items on the left

6. Taking Notes

If you want to add a note to a topic, click the Note Speech Bubble in the upper right corner

7. Type in your note

8. Click on Submit

9. Ending the meeting

Once you're finished going through the Agenda Items and taking notes, click on the home button in the upper left corner

10. Click on Adjourn & Close the Tab

11. Building Meeting Minutes

Click on "Needs Submitted" under Minutes to begin building your meeting minutes

12. Referencing Notes

Your notes can be found for reference on the left side. You can copy/paste them or enter text manually using the notes as guidance

13. Marking off Agenda Items

Mark the appropriate box for each agenda item from the meeting.

14. Elaborate on the Agenda Item

Once you select the appropriate box for your agenda item, you can add more details on what was reviewed, what was discussed, or details on the action taken in the second box.

15. Click on Submit for Signatures

Once everything is filled out, you can submit your minutes for signature.

Updated on: 16/08/2024