Using BoardEffect Minutes
Note
The BoardEffect Minutes module is an add-on feature that requires an additional subscription entitlement.
Minutes is a powerful, easy-to-use feature you can use to take meeting minutes directly from the BoardEffect platform. Minutes can be associated with a Meeting Book or you can create new minutes. This topic explains how to access the Minutes module and get started.
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To view your existing Meeting Books, first select a workroom, then select the Library tab
on top of the page. -
Select the Meeting Book name to open the Meeting Book page.
Note
You can only add minutes to Meeting Books that have been built, not to drafts.
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To access the Minutes module from the Meeting Book, select Take minutes on the right side. The Create Meeting Minutes dialog will open, with some fields pre-populated.
Note
If a minutes document already exists for a Meeting Book, selecting “Take Minutes” will open it, instead of initiating a new document.
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To view the Minutes Manager hub (which lists all minutes documents for the workrooms), or to create new minutes, first select Workroom Library to return to the workroom library page.
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Select Minutes. The Minutes Manager hub opens.
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To create new minutes, select Create new.
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You can select a different workroom in the Minutes Manager hub to filter the list of minutes documents to just that workroom.
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To open a minutes document, select Open minutes.
