Minutes Manager for Admins

Access and manage all your minutes documents from this centralized dashboard. You can access quick shortcuts to common document functions.

1. To open Minutes Manager, select the home icon on the navigation bar.

2. To open a minutes document, select the document name.

3. To access additional functions for a document, select the more options icon on the far-right of the document row.

   A menu opens with the following options:

   1. Edit properties: Change details for the selected document, including title, date, time, attendees, and location.

   2. View actions: View actions associated with the meeting minutes.

   3. Duplicate: Duplicate either the section outline only, or the entire text of a document. For more information, go to Duplicating minutes.

   4. Export: Open an Export options panel where you can select the content you want to export, as well as the template you want to use. For more information, go to Exporting minutes.

   5. Delete: Delete the currently selected document, including all action items. Deleted documents and action items cannot be recovered.

4. To filter the list of minutes documents by committee, select the Filter by committee and choose from the dropdown menu.

5. To filter the list of minutes documents by status, select the Filter by status and choose from the dropdown menu.

6. To manually create minutes select Create minutes on the top-right of the screen.

7. To export a consolidated actions report, go to the Action dashboard and select Export Actions report. For more information, go to Exporting action items