Board Workspace Overview

The Meetings List

Your Board Workspace lists meetings grouped into Upcoming, Recent, and an Archive by calendar year. Search by title, or filter by year and board, then select a meeting to open its workspace.

Administrators see action buttons at the top of the list to schedule a new meeting, manage agenda templates, or import past meetings. Administration tasks such as people, boards, and public portal settings live on the Board Workspace.

Meetings brought over from a previous system carry an Imported badge. See the Importing Past Meetings chapter.

If you belong to more than one organization, each has its own workspace and you can switch between them.

The Meeting Page

A meeting page is split into two columns.

• Main column — tabs for Agenda, Attendance, Minutes, and Documents (files for the meeting as a whole, such as an agenda or minutes PDF). Tab labels show counts so you can see at a glance what has been filled in.
• Information rail — meeting date, time, location, status, moderator, template actions, and print options.

Editing controls appear only for people with permission to edit. Board members see a clean read view.

Edit Mode Versus Run Mode

Building the agenda and running the meeting are deliberately separate.

• Before the meeting, the agenda tab is for authoring: sections, items, attachments, and notes.
• During the meeting, Run Meeting provides the live flow with motions and voting.
• After the meeting, recorded votes appear read-only on the agenda tab.