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. 
   

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. 




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