How To Navigate the Boardroom Meeting Window

Navigate the Boardroom Meeting Window

The Boardroom Meeting window covers virtually every aspect of an individual meeting in one cohesive interface. This article explains how to move around (navigate, open, find your way through) the window, how to leave manager comments, and how to add meeting notes.

Opening the Boardroom Meeting Window

Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
Click the Boardroom tab.
In the BOARDROOM window, locate the meeting in the list. In the Actions column, open the three-dots menu and choose View Boardroom.

Layout Overview: Where to Find Things

Back to Boardroom list link — Top left of the window, directly under the "BOARDROOM MEETING" page title. Click it to return to the BOARDROOM list page.
Meeting Details section — Below the "back to Boardroom list" link, at the top left. Lists up to nine pieces of information about the meeting:
- The meeting name
- The name of the Meeting Organizer
- A link to the list of Boardroom Manager(s), with controls to change the list or e-mail individuals on it
- The date and time of the meeting
- A description of the meeting's agenda or focus
- A link to the list of attendees, with controls to change the list or e-mail individuals on it
- A link to a custom form, if one must be completed before the meeting
- A video conference link to the virtual meeting session
Attachments section — Bottom left, below Meeting Details. Includes upload and download links for documents relevant to the meeting.
- Downloadable files here include both files uploaded directly in this section and files attached to Boardroom Manager Comments elsewhere on the window.
- An upload icon lets you add more documents.
Tabbed panel (Boardroom Manager Comments / Meeting Notes) — Top right of the window. Two tabs let you switch between comments and notes (see sections below).

How to Exit the Boardroom Meeting Window

Any of the following will close the window:

Click the Cancel button
Press the Esc key
Click the X in the top right corner of the window
Click the back to Boardroom list link at the top left

Working with Boardroom Manager Comments

Use this tab to leave notes/messages for other Boardroom Managers, optionally with file attachments.

If you are a Boardroom Manager, click in the text-entry box below your name and avatar to start typing a comment.
To attach one or more files to the comment, click the include attachments link below the text-entry box. Locate and select the file(s), then click Open to upload them to the meeting.
When ready, click Add Comment to post it.
To see new comments posted by others since you loaded the page, click the Refresh icon (two arrows forming a circle) at the bottom right of the Boardroom Manager Comments area.
To exit the window, use any of the exit methods listed above (Cancel, Esc, X, or "back to Boardroom list").

Working with Meeting Notes

Use this tab to record notes about the meeting, format them, link to files, and download them as a PDF.

Click the Meeting Notes label to open the Meeting Notes tab.
If you are a Boardroom Organizer, click the Edit icon (pencil) next to the "Meeting Notes" label to add or edit notes.
In the EDIT BOARDROOM NOTES window, type your notes into the notes box. Use the formatting controls above the box to add/remove text, insert a link, or apply styles like bold and italic. (See the Style Controls article for a full list of these controls.)
- To link to a file stored in your Document Repository: click Go to your document repository above the message window. This opens your Document Repository in an adjacent browser tab, where you can use the Copy File Link icon in the Actions column to grab the link, then paste it into your note.
When finished, click Save.
To download the notes as a PDF, click the Download Meeting Notes PDF icon/link near the bottom of the Meeting Notes area.
To exit the window, use any of the exit methods listed above (Cancel, Esc, X, or "back to Boardroom list").