Recording a meeting

Step by step, in writing

The same guide as the video. Tap a time to jump to that moment.

1. 0:02

   Committee meetings need a paper trail

   Agenda, who came, and what was decided. Charities are expected to keep it.

2. 0:04

   Open Meetings from the menu

3. 0:07

   Choose New meeting

4. 0:09

   Name the meeting

5. 0:13

   Choose the type

   An AGM has different notice requirements from an ordinary committee meeting.

6. 0:16

   Set when it is

7. 0:21

   Say where it is being held

8. 0:24

   On to the agenda

9. 0:26

   Write the agenda

   This goes out with the invitation and prints on the papers.

10. 0:34

    On to who is coming

11. 0:36

    Save the meeting

12. 0:40

    The meeting is in the book

    Papers and attendance sit with it, so next year's committee can see what was decided.

Want to try this in your own hall? Everything in these guides is included in the free trial.

No card needed.