Select Boards > Minutes:

Select the Board or Committee the meeting minutes are for:

Select Create new minutes:

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

Did this answer your question?