Download
Share
None
Sherpany

Essential tips for setting up meetings

When choosing the meeting title

Board Members can use the "Search" function in the Sherpany Boardroom Apps to find a specific document or meeting. For this feature to fully serve its purpose, meetings, agenda items and documents must be properly entitled.
You allow a successful search by considering the following:

  • Date and time can be separately filtered and don't need to be included in the title.
  • Searching for certain words is easier if all titles have full words, so abbreviations should be avoided. 
     

Meetings_Titles_Sherpany_Boardroom


Creating the Agenda

Creating meeting agendas with Sherpany Boardroom hopefully became easier for you. You just need to add all agenda items one after the other and, if needed, add sub-items by using the blue “+”.

And did you know that once an agenda item is created, you may move it using the drag and drop function? The same can be applied for the upload and ordering of the documents inside a meeting.

(See video below. For maximum quality, watch the video on YouTube)



Why not building templates?

After setting up the agenda, save it as template. By using the corresponding icon in the bottom right corner of the agenda view, you can save multiple templates for each type of meeting you usually create.

(See video below. For maximum quality, watch the video on YouTube)



This will allow you to start your work on a pre filled agenda when preparing your next meeting. 

Templates_Sherpany_Boardroom_Visual


For more news and best practice recommendations, please visit our Admin Academy.

 

Insights and Resources

None
Christian Menzi

Re-using existing documents

None
Christian Menzi

Connecting Outlook and Sherpany using Add-Ins

None
Christian Menzi

Leading digital meeting management

None
Christian Menzi

Discover the Private Library

None
Christian Menzi

New functions in Meetings and Library

None
Christian Menzi

Re-using existing documents

None
Christian Menzi

Connecting Outlook and Sherpany using Add-Ins

facebooktwittergoogle-plus2linkedin2envelopsearch

About Sherpany Academy

We are happy to announce the launch of the Sherpany Academy- a repository of knowledge for the optimal usage of Sherpany. Here, we will regularly provide our Administrator Community with news and best practice recommendations for the optimal administration of Sherpany software.

Our common goal? 
Smooth and efficient meeting set up and fully satisfied meeting attendees.

 

You can look forward to:

  • features easily explained
  • announcements of crisp webinars and intuitive tutorials
  • invitations for participating in user tests and providing feedback to our product management
  • & much more.

Try Sherpany

We are glad to provide you with a personalised demonstration of Sherpany at a suitable time and location. Simply fill in the form and we will get in touch with you shortly.

Contact us

If you would like to talk to us about our solution or have specific requests, contact us and we will get in touch with you shortly.

Request pricing

Fill in the form and you will be contacted as soon as possible.

Subscribe Newsletter