Learn how to use the tools in the Meetings section of the BoardOnTrack platform.
Upcoming meetings in your dashboard
On the dashboard, you'll see the Upcoming Meetings section, which shows you any meetings coming up within the next 30 days.
Color-coded meeting types
The different meeting types are color coded, which you can see in the top right corner of each meeting's calendar tile.
You can filter the tiles by meeting type. For instance, click Committees at the top to see specific committee meetings. Click Board to see full board meetings. Or, click BoardOnTrack to see any upcoming training events hosted by the BoardOnTrack team.
Easily see the status of your meetings' agenda, materials, and minutes
For each meeting, you'll be able to see details, the agenda, as well as minutes and any other materials that have been created.
If you look closer, you can also see the status of each item -- draft or final. And, you'll see if its visibility is set to private or public.
When you click into the agenda button, you'll be able to view the agenda created for the meeting, past minutes that will be approved during the meeting, and any other documents needed. Also, if the agenda has been shared, you can click the edit button here to adjust language or add documents.
From here you can download the agenda, the agenda and cover sheets or the full packet with all of the documents.
Add upcoming meetings to your Google calendar, or your preferred online calendar.
Easily download the meeting into your Google calendar or other types of calendar such as outlook, choose Other (ICS).
RSVP to upcoming meetings
When you're invited to a meeting, you'll receive an email notification prompting you to RSVP, just like this example:
We're here to help!
Lastly, if you ever have any questions while using the platform, you can reach out to us through this chat icon here during our office hours.
Now you're ready for your board meeting!
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