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Meetings & Events

How to Create a Committee Meeting

This article will show you how to create a committee meeting in the portal.

Updated 6 days ago

1. Getting Started

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From the “Meetings and Events” tab, click the blue "+” icon in the bottom right corner of the screen. Because you are setting up a meeting, go to the "Meeting & Events" tab; not the "Committees" tab. 
Note: You must have "Meetings and Events" administration privileges to create a meeting. 

2. Creating the Committee Meeting - Add new screen

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-Select the “Committee” from drop-down menu.
-Meeting “Name” will autofill. (The name can be edited.)
-Select "Make available publicly", if the "Meeting & Event" widget is installed on your public website, to display the committee meeting on your club/public website. 

3. Add new screen (continued) - Location 

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-Click the down arrow and select the meeting location that you need. If the location needed is not shown, create a new location by clicking the "+" icon to the right.

Note: You can select "Physical location" or "Online" for the Type. If the meeting is a hybrid meeting and attendees have an option to attend either in-person or online, we recommend choosing "physical location" and then adding in online details, such as the url for the meeting in the "Notes" section. Click the "Save" button to return to the "Add Meeting" page. 

4. Add new screen (continued) - Date & Time / Recurring

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-Choose the “Date”.  Click the "Calendar" and select.
-Choose “Start time”.  Click the "Clock" and select.
-Choose “End time”. Click the "Clock" and select.

5. Add new screen (continued) - Recurring meeting

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-Select "Set up recurring meetings" if needed. Select the "Occurrence type" from the drop-down menu; the options are "Every week" or "Every 2 weeks". Then indicate the frequency of the recurring meeting by selecting the number of meetings.

6. Add new screen (continued) - Description / Contact

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-Add "Description".
-Select “Who to contact with questions" from dropdown menu.
-Click “Add.”

Future development 

We will be building out more as a committee workspace and adding the ability to change the committee photo. 

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