Boardfolio's Minutes Review feature allows you to collect feedback on draft meeting minutes from one or more attendees. To invite others to participate, Administrators first need to submit a review request under the Minutes tab of a Meeting. In a Minutes Review Request, Administrators can set a due date and add users as reviewers. Once a Review Request is submitted, all the designated reviewers will receive a notification for the request. When the reviewer launches the review request, they are able to make comments and engage in discussions with other users. Once all the reviews are collected, the Administrator will be able to mark the review as completed to finish the minutes review workflow.
Creating a New Meeting Minutes Review
To create a new Review Request, navigate to the administrative page of the meeting: Menu > (Select a Space) > Manage Meetings > Select the meeting
Navigate to the Minutes tab, click the Minutes Actions button, then select Submit for Review.
Next, fill in the review information and add all reviewers. Click Save to proceed.
The meeting minutes review request is shown immediately on the right-hand side of the Minutes page. Click the name of review to launch the console.
Managing the Meeting Minutes Review
When responses are received, you can check the comments underneath the minutes item. You can update the draft content with reference to the comments.
Click Save Notes to save all new changes to the draft meeting minutes.
You can also check general comments at the bottom of the review page.