Skip to content
  • There are no suggestions because the search field is empty.

Search for a Boardroom Meeting

If your Boardroom list has grown long, use the built-in search bar to narrow it down to a specific meeting by name, organizer, or manager, instead of scrolling through every entry.

Steps

  1. Click the Membership tab on the vertical Dashboard menu at the left side of the screen.
  2. Click the Boardroom tab.
  3. In the BOARDROOM window, click the search-type dropdown (labeled Search Name by default) at the left of the search bar, and choose which field to search by.
  4. Type your search text into the Search Boardrooms box.
  5. Click Search. The list updates to show only meetings matching your search, and a removable filter chip appears above the results summarizing what you searched for.

Search Options

  • Search Name — the default option; searches by the Meeting Name.
  • Search By Organizer Name — searches by the name of the Meeting Organizer assigned to the meeting.
  • Search By Manager Name — searches by the name of any Boardroom Manager assigned to the meeting.

Clearing a Search

Click Clear, or click the X on the filter chip above the results, to remove the search and return to the full Boardroom list.

Tip: Turn on the Show Closed toggle next to the search bar before searching if the meeting you're looking for has already been closed — closed meetings are hidden from the list, and from search results, until that toggle is on.