1. Select the Board or Committee of the minutes
2. Select Minutes section from the Boards/Committees tab
3. Select Create new minutes
3. Select to create blank minutes (1), copy details from an existing binder (2), or from existing minutes (3)
Add meeting details
⚠️ Good to know: Meeting details will be pre-filled if copied from a binder or existing minutes.
Add the meeting name (required): | |
Select the meeting date (required): | |
Select the meeting time (required) in 24 hour format (HH:MM): | |
Add the meeting location (optional): This can be a street address, meeting room or external link eg. Microsoft Teams or Zoom. |
Add Attendees and Apologies
⚠️ Good to know:
Attendees will be pre-filled if copied from a binder or existing minutes.
Attendees must be a member of the Board the minutes are created in.
Select a user to add them as an Attendee
If an Attendee has sent their apologies, tick the Attendee, then drag them into the Apologies column
Select meeting Invitees
An Invitee is an external attendee that has been invited to attend the meeting.
To add an invitee type their name and select Add invitee
Add Agenda items
⚠️ Good to know: Attendees will be pre-filled if copied from a binder or existing minutes.
Select Add agenda item
Add an item name
Add the item duration in HH:MM (optional)
Add minutes against the item
Select Edit to open the text editor
The style toolbar offers a range of options including text styles, bullets and numbering
To save your changes select the tick
To re-open the text editor, select the note icon
Order, Indent or Delete Items
Drag and drop items to reorder them
To indent items, first check them, then select Add Indent from the Actions pane
To delete items, first check them, then click Delete from the Actions pane:
Add Actions
To add an action, select Add Action
Enter the action description
Add a reference to an agenda item (optional)
Select one or more assignees
If the assignee isn't an Ansarada Board user, you can enter their name manually by selecting Enter Name
Select OK to save the action:
Actions will appear in the Actions List
To edit or delete the action select More
Save and close
To save your minutes for later editing, select Save and Close
Preview Minutes
To preview the minutes export, select Open Preview
The preview window will open
Select Export to download your minutes in Word (.docx) format
Select Download to download your minutes in PDF format
Publish Minutes
To view the available publish options, select Publish Options:
Send for Review - Send minutes to app users for feedback
Add to Binder - Mark minutes as final and add to a selected binder
Export - Mark minutes as final and export as a PDF or Word (.docx) file