How do I schedule a new meeting/activity for an advisory board?

1. Navigate to the advisory board module

2. Click on New

3. Choose the advisory board this meeting pertains to

4. Type a name for the meeting

5. Choose the start date

6. Choose the start time

7. Choose the end date

8. Choose the end time

9. Choose a meeting type

10. Choose your preferred note security

This is used to determine who is allowed to take notes before/during the meeting.

11. Choose a meeting format

Virtual, In-Person, or Hybrid

12. Provide a meeting link if applicable

When a meeting link is added, the link will be at the top of the agenda so that all participants can easily get to the meeting.

13. Choose the name of the location

This defaults to the name of the school

14. Add any location information

This could be specific directions of how to get to the location or even where to proceed once they arrive. This information will be on the invitation sent out to the member.

15. Specify the address of the location

16. Add any additional information about the meeting

This information will also appear in the meeting invitation

17. Choose the agenda template you'd like this meeting to use

18. Choose if you'd like all of the members to be invited or if you'd like to invite a sub-committee

19. If you uncheck "All members invited", you will be able to select individual members you'd like to invite

20. Choose if teacher category is restricted

If checked, teachers will not be able to add, edit, or remove categories from the agenda.

21. Finally, click add activity

Updated on: 18/03/2024