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Categories Minutes
Created by Guest
Created on Jan 30, 2021
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit BP-I-118 Agenda -> Board Pack -> Minutes workflow.

A workflow document showing all the steps necessary to record, review and confirm minutes Merged

At the moment, no-one in my client's organisation fully understands who needs to do what and when, to record a meeting's minutes, enter them in BoardPro for review, review them, and then enter them for confirmation, confirm them, (by we think, recording in the next meeting's minutes that they have been confirmed), and ultimately sign them. A simple workflow document outlining these steps would be very helpful.