Getting started with Minutes

Diligent Minutes is an integrated solution to take meeting minutes directly from the BoardEffect web application. It is included in the BoardEffect Plus package.

You can access Minutes after it has been enabled for your Boards site.

Note

Your organization's firewall security settings may prevent access to Diligent Minutes, even if the rest of your site is accessible. If you experience difficulty accessing Minutes, contact Support or your Customer Success Manager for assistance.

Accessing Minutes

Before accessing Minutes, ensure the following prerequisites are met:

Your BoardEffect account is activated.
Minutes is enabled for your account.
Your organization's firewall allows access to Minutes. If the site is not accessible contact Diligent Support or your Customer Success Manager.

Sign in

Sign in to your account.
Access the online platform in a Chrome, Edge Chromium, Safari, or Firefox browser.

Navigate to Minutes

You can take minutes from an existing book or you can create new minutes.

Take minutes from an existing book

Go to a workroom, select the title of an event, and select a book.
On the book builder page, select Take minutes from the menu on the right-hand side. The Create meeting minutes dialog opens, with some fields pre-populated. To learn more, go to Adding minutes.

Create meeting minutes from scratch

Select Minutes from the left-hand navigation panel to open Minutes Manager.
A list of all minutes documents across all committees (workrooms) appears.
Select Create minutes to create minutes from scratch.