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Creating a new meeting
Creating a new meeting
Written by Sara McCaskey
Updated over a week ago

To create a new meeting, go to the Meetings tab and click the Create meeting button in the top right corner.

You can use our board meeting template ๐Ÿ“… or create a custom meeting. โœ

The board meeting template will automatically create agenda items based on our recommended best practices. You can add, edit, or delete agenda items as needed.

To build an agenda from scratch, click the Add agenda items button. You can create a custom item by typing directly in the text box, or choose from the list of suggested topics by pressing / on the keyboard.

You can also import the company objectives from your dashboard into an agenda item. Just click the + icon and choose Company objectives from the menu.

When youโ€™re ready to schedule your meeting, click the Publish button in the top right corner. Update user access for the meeting and click Share to finalize. Surfboard will automatically send invitations to your meeting attendees.

By default, access for Meetings is set to Comment for users in the Board group on your Surfboard. You can edit this at any time by clicking the Share button within a specific Meeting.

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