If you’re not sure what day to have a meeting on, you can use the ‘Proposed Meeting’ functionality to give board members the option to vote on which day the meeting will take place. To create a proposed meeting, follow these steps:
- On the dashboard click on the green ‘Propose a Meeting’ button OR go to the ‘Meetings’ left navigation tile and click the white ‘Propose a Meeting’ button.
- Assign a name for your meeting.
- Choose the dates and/or times you would like to propose to your members, adding more dates with the white ‘Add More’ button
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- Choose who should attend, adding all or only some groups to the meeting.
- Add a voting deadline.
- Add any additional information such as a Location and any Notes, although these are not required.
- Click the green ‘Save and send proposal’ button and an email will immediately be sent to the invited members.
- To view voting results for proposed meeting dates, click on the meeting name, then the Poll tab. The proposed dates, times, and voting results will be shown.
- Once the members have submitted their feedback, check the box next to the chosen date button and choose Schedule in the upper right corner to schedule the meeting.
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