Minutes Summary Overview

  • Updated on Jul 19, 2025
  • Published on May 9, 2025
  • 1 minute(s) read
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This article is a brief guide on how to access and use the Minutes Summary page.

Important Note

You must have access to the Minutes module to use the Minutes Summary page effectively. You must have the Live Meeting Manager add-on to use some of the highlighted Minutes features.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the Meetings module:
    The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda associated with your meeting:
    An example agenda tile.

  4. Click the Go to Minutes button:
    The white, rectangular Go to Minutes button below the Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Summary option from the dropdown list:
    The View menu and the dropdown Minutes Settings option highlighted.

    Note:

    The default view is Minutes Settings.

  6. You will be directed to the Minutes Summary page:
    The Minutes Summary page for an agenda .

  7. View or update the currently active Display Page in the Now Displaying section:
    The Now Displaying section and Welcome, Item, Vote, and Speaker options.

    Note:

    To use Display Pages, you must have access to the Minutes module and have the Live Meeting Manager add-on.

  8. Click the Roll Call button to manually record the roll call for the meeting:
    The white, rectangular Roll Call button which appears below the Now Displaying section.

  9. View the status of the meeting's roll call in the Roll Call section:
    The Roll Call status section which displays the number of meeting members that fall into each roll call status.

    • Present: The number of members that are present and voting

    • Absent: The number of members who are absent and who have an unexcused absence

    • Not Voting: The number of members who are present and not voting

    • Excused: The number of members who are absent and who have an excused absence

  10. Click the Reorder button to edit the order of the Minutes:
    The white, rectangular Reorder button which appears below the Roll Call button.

  11. Click a section or item name to enter Edit Mode for the selected section or item:
    Example sections and items on the Meetings Summary page.

  12. View a section or item's Minutes tags to see its information at a glance:
    Example tags on the Minutes Summary page that indicate the actions that have been taken on sections and items.

    • Discussion: Discussion content has been added for the section or item

    • Motion: A motion has been added to the section or item

    • Vote: A vote has been saved for the section or item

    • Completed: The section or item has been marked as completed

    • Speaker: A speaker was added to the section or item

    • Current: This is the meeting's currently active section or item

  13. When you have finished updating your Minutes, click the In Progress button to toggle the Minutes from "In Progress" to "Finalized":
    The white and gray rectangular In Progress button which appears below the Roll Call status section.

    Note:

    If the Minutes have already been marked as "Finalized," you can click the Finalized button to toggle the Minutes to "In Progress" instead.

    The white and green rectangular Finalized button which appears to the left of the Reorder button.

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