Add & Manage Meetings in Boards and Committees

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This article will show you how to add, edit, and delete meetings for a board in the Boards and Committees module.

Add a Meeting to a Board

  1. Sign in to your solution if you have not already

  2. Navigate to the User Menu, then select the Boards and Committees option:The User Menu with the Boards and Committees option highlighted.

  3. Click the Boards tab:The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.

  4. Select the board you wish to add a meeting to:An example board in the Boards list.

  5. Click the Other Meetings tab:The Other Meetings tab in the left navigation menu.

  6. Click the Add button:The green, rectangular Add button to the right of the Other Meetings heading.

  7. Fill in the Other Meetings fields:The Other Meetings tab in the left navigation menu.

    • Name (required): Add a Meeting Name

    • Staff Liaison: Select a staff liaison from the drop-down list

    • Council Liaison: Select a council liaison from the drop-down list

    • Note: Provide an additional note, if desired

    • Meeting Schedule: In text form, describe the meeting schedule

      • Example: The second Tuesday of each month

    • Meeting Time: Specify the time meetings take place

    • Meeting Location: Specify the location of the meetings

      • Example: Council Chambers

    • Meeting Address: Specify the address of the meeting location

  8. Click the Save button:The green, rectangular Save button to the right of the Other Meetings fields.

  9. The meeting has been added


Edit a Meeting for a Board

  1. Sign in to your solution if you have not already

  2. Navigate to the User Menu, then select the Boards and Committees option:The User Menu with the Boards and Committees option highlighted.

  3. Click the Boards tab:The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.

  4. Select the desired board:An example board in the Boards list.

  5. Click the Other Meetings tab:The Other Meetings tab in the left navigation menu.

  6. Click the Edit button next to the meeting you wish to edit:The blue, rectangular Edit button to the right of an example meeting's Other Meetings fields.

  7. Edit the Other Meetings fields:The Other Meetings information fields.

    • Name (required): Add a Meeting Name

    • Staff Liaison: Select a staff liaison from the drop-down list

    • Council Liaison: Select a council liaison from the drop-down list

    • Note: Provide an additional note, if desired

    • Meeting Schedule: In text form, describe the meeting schedule

      • Example: The second Tuesday of each month

    • Meeting Time: Specify the time meetings take place

    • Meeting Location: Specify the location of the meetings

      • Example: Council Chambers

    • Meeting Address: Specify the address of the meeting location

  8. Click the Save button:The green, rectangular Save button to the right of the Other Meetings fields.

  9. The meeting has been edited


Delete a Meeting for a Board

  1. Sign in to your solution if you have not already

  2. Navigate to the User Menu, then select the Boards and Committees option:The User Menu with the Boards and Committees option highlighted.

  3. Click the Boards tab:The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.

  4. Select the board you wish to add a meeting to:An example board in the Boards list.

  5. Click the Other Meetings tab:The Other Meetings tab in the left navigation menu.

  6. Click the Edit button next to the meeting you wish to delete:The blue, rectangular Edit button to the right of an example meeting's Other Meetings fields.

  7. Click the Delete button:The red, rectangular Delete button to the right of the Other Meetings fields.

  8. Click the OK button in the pop-up box that appears to confirm the deletion:The blue, rectangular OK button on the Confirm delete? popup that appears after you click the Delete button.