Beeboard: Meeting Agenda State

> Back to Knowledge Base


Beeboard

  • Meeting Agenda State: Draft-Ready for Approval-Confirmed
  • Quorum 

When you want to “pause” the writing of your agenda or you have simply finished it, you must save your agenda. Three agenda states are available: Draft, Ready for approval and Confirmed

 

meeting agenda state beenote

DRAFT

When you write your agenda, you may need to abandon the work in progress for various reasons. The Draft option will be useful for you to keep the work in progress.

You can also use the Draft option when you want a collaborative writing of the agenda. Partners invited to collaborate* receive an email invitation to edit the agenda to add topics, notes, documents and/or links. Once completed, you (leader) or another team partner can click on Confirmed.

* Only the leader and partners can edit the agenda. Participants and temporary guests may not change the agenda. The agenda in draft mode will also not be visible to them. Learn more about roles >

 

READY FOR APPROVAL

Your agenda is now complete. You can put it in Ready for Approval mode and determine who needs to approve it in order to have a final agenda and to hold your board or committee meeting properly.

 

CONFIRMED

When you consider your agenda completed, confirm it and it will be available to all members of your meeting. You can also send it by email in PDF format or a link will be available to Beeboard.

 

How to make an agenda in DRAFT mode?

Step 1: Select the Save button

save button

Step 2: Select the Draft button

draft button beenote

In the My Meetings tab or in My Beespace, the status – DRAFT – of your agenda will now be displayed.

my-meetings-beenote

Step 3: To edit the agenda, you can click on the title (1) of your meeting or on the edit icon (2).

Step 4: When the editing is finished, Save approbation-ordre-du-jouryour agenda again and this time, click on the Ready for approval or Confirmed button.

confirmed button beenote

 

How to make an agenda in READY FOR APPROVAL mode?

Step 1: Select the Save button

save button

Step 2 : Select Ready for Approval 

meeting ready for approval

Step 3: Select Save when your Approvers list is accurate

Step 4: Approvers must approve by clicking on I Approve button. Then the date of approval will be recorded. You have the choice of sending, or not, an email informing them that they must approve your agenda.

i approve

Step 5: In My Meetings tab, the status of your meetings is visible. Click on More info to see the approvers list. You can also know who has or has not consulted the agenda.meeting more info

approver list beeboard

Please note that the agenda can always be modified when it is awaiting approval.

Step 6: It is the last approver on the agenda who will confirm the final status of the agenda.

 

How to make an agenda in CONFIRMED mode?

You can Confirmed the agenda at any time.

Step 1: Select the Save button

save button

Step 2 : Select Confirmed and the meeting will be added to your calendar.