1. Minutes/ Tasks

1.1. Minutes/ Task

On each item, you can now add the minutes and create tasks directly from the minutes and will be under the Manage Tasks.

1.2. Modify Minutes

Navigation: Meetings > Minutes

Download any transcript and upload it into the Meetings module and it will generate minutes.

Preview option to include the company logo and agenda description.

Edit Meeting titles and introductions effortlessly by navigating to the minutes & Transcript tab to make any adjustments.

• Short-hand notes from the meeting are automatically displayed under their respective agenda item. Hover over them to review and refine them into comprehensive minutes.

Wrap up the minutes by adding signature blocks for the required number of trustees. These fields streamline the approval process at the next meeting.

1.3. Circulate Mintes

At the top of the page, click on the Options button and select Circulate Minutes for approval.

This will send out the Minutes to the selected trustees. Trustees will be able to approve Minutes on MeetingSpace

Once the Minutes are approved, circulate the Approved Minutes to the owners by clicking on the Option Button at the top of the Meetings page and selecting Approved Minutes.

1.4. Download Minutes

Once the approved minutes have been circulated, download the Minutes and attendance register from Meetings to paste into the Minute books.

This can be done by clicking on the Options Button at the top of the Meetings page and selecting Download Agenda, Minutes, and Attendance Register.

1.6. Update Trustees

Once the minutes have been added, go and update the trustees on the Community > Settings > Users.