How do I run a meeting in BoardSite Live Meeting?

BoardSite Live Meeting is a focused meeting portal for reviewing meeting materials, responding to meeting items, following tasks, joining a virtual session, and collaborating during the meeting.

Open Live Meeting #

1. Open the meeting in BoardSite.
2. Select Meeting Viewer.
3. Confirm the meeting date, time, location, and your RSVP status.

Review and respond during the meeting #

• Select a document, vote, task, or survey in the left panel to open it in Viewer.
• For a virtual or hybrid meeting, use the virtual-meeting area to open the meeting provider’s joining link. The provider opens separately from BoardSite.
• Use Discussion for real-time messages with other internal meeting attendees. Messages posted there are shared, not personal notes.
• Use Notes for your own meeting notes. Select Add Note, or press Command/Ctrl + Enter to save quickly.
• Select Email My Notes only when you are ready to send your notes by email.

Update your RSVP #

1. In Your RSVP, select Change RSVP.
2. Choose whether you will attend. Hybrid meetings may also ask whether you will attend in person or virtually.
3. Return to the meeting portal and confirm the updated status.

Privacy reminder: Discussion messages are visible to meeting participants. Keep personal working notes in Notes, and review them before using the email option.

Troubleshooting #

• If an expected document, vote, task, or survey is missing, confirm that it has been attached to the meeting and that you have permission to view it.
• If a virtual joining link is missing, contact the meeting organizer.
• If Discussion or Notes is missing, confirm that you are signed in as an internal meeting participant.
• Select Return to BoardSite to leave the meeting portal without changing the meeting.

Related articles #

• How do I manage RSVP and attendance?
• How do I use the meeting workspace?
• How do I use the Zoom integration with BoardSite?