Members will vote on what date and time work best for them, click the 'Propose a Meeting' button. A similar creation page will appear. The primary difference is that you are proposing dates and times for the meeting. From there, simply click the + button to add additional date and time options. Continue with the rest of the meeting details as you would when creating a meeting. Once created, it will be available in the ‘Proposed Meeting’ section of the member apps where they can vote on the meeting time.
Scheduling a Meeting from a Proposed Meeting Dates/Times
Once board members have voted on what dates/times that work best for them, a meeting can be scheduled.
To schedule a meeting from a proposed meeting, follow the steps below.
- Go to ‘Meetings’ in the left navigation tiles.
- Find the proposed meeting in the 'Proposed Meeting' section and click on the meeting name
- In the Poll section, there will be a total for voting results for each proposed meeting date/time
- Click box above the desired date and/or time then click ‘Schedule’ to create the meeting
- The 'Meeting Details' window will appear. Look over the information and make sure that it is correct.
When created, the new meeting will be unpublished by default. You can make any changes to the meeting necessary. Then click the Publish Meeting button when you are ready for your users to see the meeting.
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