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How do I close, reopen, edit, or delete a Boardroom Meeting?

# Close, Reopen, Edit, or Delete a Boardroom Meeting

Also searched as: end a board meeting, hide a boardroom meeting, remove a boardroom meeting, resend boardroom reminder email

After a Boardroom Meeting is scheduled, you can close it out once it concludes, reopen a closed meeting, edit its details, resend attendee notifications, or delete it entirely. All of these actions are available from the same Actions menu on the Boardroom list.

Close a Meeting

Once a meeting has concluded, system Admins can close it out:

  1. On the main Boardroom window, click the Actions column's three-dots menu for that meeting.
  2. Choose Close Boardroom.

Closing a meeting hides it from view on the main Boardroom window.

 Show or Reopen a Closed Meeting

  1. Turn on the Show Closed toggle switch on the main Boardroom window to reveal closed meetings.
  2. To reopen a closed meeting, click the Actions column's three-dots menu and choose Reopen Boardroom.

 Delete a Meeting

Note: you can permanently delete a meeting only if no comment activity or meeting notes have been added to it. If a meeting already includes comments and/or notes, you can only close it, not delete it.

 Edit a Meeting

  1. Click the Actions column's three-dots menu.
  2. Choose Edit Boardroom to open the "Edit Boardroom Meeting" modal window and make changes.

Note: every time you save changes to the meeting name, date, start time, description, attendees, custom form selection, and/or video conference link, all assigned attendees automatically receive a new, updated meeting notification.

 Resend the Meeting Notification

  1. Click the Actions column's three-dots menu.
  2. Choose Send Reminder Email to send a new notification to all assigned attendees.