To start taking minutes for a meeting, on Meeting Manager page,

  • Select the meeting that you are taking the minutes for

  • Go to Minutes tab

  • Select Add Minutes

Record Attendance

  • At the top of the agenda, you'll find an Meeting Attendance section

  • Type in the names of all attendances to keep a record of who was present

Add Minutes

  • Each agenda item will have a dedicated section below it where you can add notes or key discussion points

Log votes

  • If a Meeting Poll for a motion is included in the agenda, you can record the vote outcome made by attendees

Add Action items

  • To add tasks during the meeting, click Add Action Item under the relevant agenda item

  • Assign tasks to specific attendees and specify details or deadlines as needed

Once you finish taking the minutes, click Save Changes to save your meeting minutes