Your BoardOnTrack account starts with our recommended committees based on your organization type.
Below, you will find out how you can make changes to these committees to reflect your board's structure.
To manage committees, you need to be a BoardOnTrack Admin. Click on the "Committee" option in the menu sidebar.
Committee Titles
The first time you access the Committee page BoardOnTrack, you will see default committee names. You can edit the names to align with your committees' titles. Just click on one of the boxes, and when that committee page opens, click the three dots in the upper right to rename your committee.
Privacy Settings Option
You'll notice there is also the option to make any committee private by checking the 'Members Only' box. This setting will allow only committee members to access the committee's meetings or documents.
Adding and removing committee members
Click on the committee you wish to edit to see the members of that committee. Click the "Members" button or the three-dotted icons and select "Edit Members" to add a member to the committee. Select the members you wish to add in the dialog box and click Add. Note that new committee members will be invited to already scheduled committee meetings.
To remove a committee member or change a member's role on a committee, click the three dots on the top right of that member's card.
Then click 'Remove from Committee' or 'Edit Role' to change the member's role and whether or not that member can vote on the committee.
Adding New Committees and Editing Existing Ones
Click on the "Add" button to add a new committee. Enter the committee's name and select the members. Then, you can edit the member list and assign the chair, vice-chair, and observers.
Note: A new section will be automatically added to the Board Goals Tracker for this committee.
If you wish to edit the committee name, select the three-dotted icon and then select "Change name or type" from the menu. You can also use this feature to edit the category of recommended tasks of the recommended BoardOnTrack committees or to edit the name of committees that you have created.
Note: The committee's name in the Board Goals Tracker and in the Documents will be updated automatically to reflect the change.
Deleting Committees
After selecting the three-dotted icon, select "Deactivate" from the menu.
Reactivating Committees
You can restore a committee that was previously deactivated. Select the Committees feature on the menu sidebar and select 'Show deactivated committees.'
Then you will see any committees which were previously deactivated. Go to the dropdown box to the right and click on "Restore" to restore the committee.
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