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Meetings: turning your Agenda into Minutes
Meetings: turning your Agenda into Minutes

When your meeting is ready to start, here's what to do.

Updated over 10 months ago

In this article:

Starting your meeting

To start your meeting, go to Meetings > Upcoming Meetings. Click View Details for the meeting you want to begin.

Click on Start Meeting and the Minutes page will open.

Note: Once this is opened, the person who has opened it will be the only one able to input any notes. To enable another person to take the minutes, you will need to "Save Minutes" and then have the new minute taker re-open the meeting by clicking on Edit Minutes.

The minute-taker can then record the minutes as the meeting progresses (other attendees need to press the Refresh button on their browser as required to see the updated minutes). This should also mean that your minutes are recorded faithfully with few or no errors. This is a great time-saver when it comes to accepting/passing the minutes from your previous meeting, as no corrections or amendments should be required.

It's a good idea to hit Save after each section of the agenda just in case you lose power, internet connection or accidentally navigate away from the Minutes screen.

Finishing your meeting

Once your meeting is finished, you are able to do several things:

  • Don't forget to hit Save and Close.

  • Lock the meeting if you wish. (Note: only Admins with meeting permissions can unlock a meeting).

  • Share the minutes if you wish to do so.

Adding attendance to your minutes

Any of your attendees who accepted or declined the email invitation to the meeting should be automatically reflected in the meeting minutes. If you need to edit the attendees because someone didn't attend, or attended when they said they wouldn't, you can.

See here for details on how to manage your attendees.


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