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 or create a custom meeting.

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 topic button. You can create a custom item by typing directly in the text box, or choose from the list of suggested topics below each new agenda item. To add a suggested topic, just click the + icon to the left of the topic title.

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

When you’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.