Board Workspace Overview

The Meetings List

Your Board Workspace lists meetings grouped into Upcoming, Past (the last twelve months), and an Archive by calendar year. Search by title, or filter by year and board, then select a meeting to open its workspace.

Use the Month and Year dropdowns to list meetings from a specific month, such as November 2024. Select the calendar icon to browse month by month: dates with meetings are highlighted, and hovering over one lists that day's meetings so you can open one with a single click.

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.

• Meeting toolbar — one row of buttons: Status, Visibility, Link, Moderator, Templates, Run Meeting, and Delete Meeting.
• 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, and print options.

Editing controls appear only for people with Editor, Moderator, or Administrator access to that board. Others see a clean read view.

Draft And Published

A meeting is either Draft (Internal Only) or Published. Drafts are never visible to the public. Whether a meeting is upcoming or past comes from its date — there is no separate status to update.

1. Choose Status, then Published.
2. In the publish dialog, choose Public (anyone can see it on your portal) or Members Only (signed-in people with access).
3. Confirm. The meeting is published with that audience in one step.

Published meetings can switch between Public and Members Only using the visibility button.

Deleting And Restoring Meetings

Delete Meeting asks for a reason and for the meeting title to be typed as confirmation. Deleted meetings and their files go to a trash for 90 days, where organization administrators can restore them. After 90 days they are removed permanently. Every delete and restore is logged.

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.