Create and Manage Meetings

  • Updated on Sep 24, 2025
  • Published on Jul 21, 2025
  • 2 minute(s) read
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Important Note

Meetings cannot be set to repeat or reoccurr automatically to ensure that files are connected to the correct date. It is recommended to create a meeting with no file attachments and copy that meeting.

Create a Meeting

  1. Click Create Other The button labeled Create Other with a plus sign icon.

  2. Click Create New Meeting The button labeled Create New Meeting.

  3. Title the meeting The text box labeled Title.

  4. Select an appropriate Microsite The dropdown menu saying Select a value.

  5. Complete the remaining Meeting Basics fields, as desired

  6. Add a Map for the meeting location, if desired

  7. Select the Other Information tab and add files, if necessary

  8. Publish the meeting

  9. Click Save

Add Agendas and Packets to a Meeting Page

  1. Navigate to the Meeting page

  2. Click Edit

  3. Select the Agendas/Packets tab The tab labeled Agendas/Packets that is second from the top.

  4. Click Add File(s) to begin adding files for the desired section The box labeled Add File(s).

  5. Click Save

Add Minutes to a Meeting Page

  1. Navigate to the Meeting page

  2. Click Edit

  3. Select the Minutes tab The tab labeled Minutes, third from the top.

  4. Click Add File(s) to begin adding files to the page The button labeled Add File(s).

  5. Click Save

Add Audio and Video to a Meeting Page

  1. Navigate to the Meeting page

  2. Click Edit

  3. Select the Audio/Video tab The tab labeled Audio/Video that is fourth from the top.

  4. Complete the Audio Links and/or Video Links fields, if necessary The text boxes labeled URL and Link text in the Audio Links or Video Links section.

    • URL: Enter the URL to the page containing the meeting audio or video

    • Link text: The text that will mask the link

  5. Click Add Video to add a video to the page The button labeled Add File(s).

    Note:

    Expand the Meeting Video tab to see the Add Video option
    The button labeled Meeting Video.

  6. Click Save

Edit a Meeting Page

  1. Navigate to the desired Meeting page

  2. Click edit

  3. Edit the Meeting Basics Fields as necessary

  4. Select the Agendas/Packets tab and edit the files as necessary

  5. Select the Minutes tab and edit the files as necessary

  6. Select the Audio/Video tab and edit the Audio and Video Links as necessary The text boxes labeled URL and Link text.

    • URL: Enter the URL to the page containing the meeting audio or video

    • Link text: The text that will mask the link

  7. Edit additional items as necessary

  8. Select the Advanced tab The tab labeled Advanced at the end of the list of tabs.

  9. Detail edits made to the meeting in the Revision log if desired The text field labeled Revision log message.

  10. Publish the Meeting

  11. Click Save

Copy a Meeting Page

  1. Navigate to the desired page

  2. Click Clone The button labeled Clone in the bottom left corner of the screen, to the right of the Edit and Revisions buttons.

  3. Make any edits as necessary

  4. Publish the Meeting, if desired

  5. Click Save

View Meeting Revisions

  1. Navigate to the Meeting page

  2. Click Revisions The button labeled Revisions in the bottom left of the screen, to the right of the Edit button.

  3. View the list of previous revisions

Revert a Meeting Page

  1. View the Meeting page revisions

  2. Select Revert to revert the Event page to a previous version The revert button in the Operations column, on the right-hand side of the screen.

  3. Select Revert to confirm the revision The large button labeled Revert.

Publish or Unpublish a Meeting

  1. Navigate to the desired page

  2. Click edit

  3. Select the Publishing tab The tab labeled Publishing that is second from the bottom.

  4. Complete the Publishing options The Publish check box and Publish on and Unpublish on date fields.

    • Published: Check or uncheck the box to publish or unpublish, respectively

    • Publish On: Select a date and time to publish the meeting at a later date

    • Unpublish On: Select a date and time to automatically unpublish the meeting

  5. Click Save

Delete a Meeting

Important Note

Only Site Admins can perform this function. This action cannot be undone.

Instructions

  1. Navigate to the desired page

  2. Click edit

  3. Click Delete

  4. Click Delete to confirm deletion

    Note:

    This action cannot be undone

Meeting Basics Fields

The text boxes and text fields in the Meeting Basics tab.

  • Title: Enter the title of the meeting

  • Microsite: Select the appropriate microsite

  • Meeting Date: Select the meeting date

    • Start Date: Select the start date of the meeting

    • Start Time: Select the time of the meeting

    • End Date: Select the end date of the meeting

    • End Time: Select the end time of the meeting

    • All Day: Check the box if this meeting is an all-day meeting

    • Duration: Select the duration of the meeting

  • Summary: Enter a summary of the meeting

    Note:

    This field is only available by clicking Edit Summary
    The hyperlink labeled Edit Summary in the parenthesis.

  • Description: Enter a description, such as an agenda or the content of the meeting

  • Short Description: Enter a brief description to appear in search results both on the site and in other search engines such as Google

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