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Running a meeting

Each meeting has tabs that follow the meeting’s life:

  1. Agenda & notes: build the agenda and take notes against each item.
  2. Attendance: record who’s present; quorum is shown live.
  3. Motions & votes: record motions, movers, seconders, recusals and the vote.
  4. Minutes: generate formal minutes, submit them for approval, and lock the official version.
  5. Board packet: assemble the agenda and documents into one PDF for members.
  6. Action items: assign follow-ups with due dates that stay visible after the meeting.

Start from a Meeting template to reuse a regular agenda.