Meeting Types are configurable agenda templates used to create meetings in Agenda and Meeting Management Select. Each Meeting Type stores the settings, layouts, and default content for a specific type of meeting. This allows users to create new agendas without building them from scratch.
For example, a City Council Regular Meeting and a Planning Commission Meeting may use different agenda layouts, approval workflows, item fields, document designs, and default agenda content. Creating a separate Meeting Type for each helps ensure every meeting starts with the correct configuration while allowing changes to be made as needed.
This article explains what Meeting Types are, how they relate to Boards, and when to create multiple Meeting Types.
What a Meeting Type Includes
A Meeting Type can store many meeting-specific settings, including:
Agenda, Minutes, Item Report, and Agenda Script designs
Default agenda sections and items
Approval workflows
Item fields
Notifications
Custom data fields
Fiscal data fields
Labels
Default text
Other meeting-specific settings
Because these settings are stored in the Meeting Type, every new agenda created from it starts with the same configuration.
Meeting Types and Boards
A Board represents the governing body, such as a City Council or Planning Commission.
A Meeting Type defines how meetings for that board are created.
In many organizations, each board has its own Meeting Type. However, a single board can also have multiple Meeting Types if it uses different agenda formats for different kinds of meetings.
For example, a City Council may have separate Meeting Types for:
Regular Meetings
Special Meetings
Workshops
Each Meeting Type can be assigned to one Board, while a single Board can be assigned to multiple Meeting Types.
When to Create Multiple Meeting Types
Consider creating separate Meeting Types when meetings need different:
Agenda layouts
Approval workflows
Default agenda sections and items
Item fields
Minutes or item report designs
Agenda scripts
Notifications
Using separate Meeting Types allows users to create agendas with the correct content and formatting instead of making the same manual changes for every meeting.