How do I use the meeting workspace?

The meeting workspace brings a meeting’s details, participants, materials, agenda, minutes, tasks, and collaboration tools together on one page. The controls you see depend on your role, permissions, committee access, and the meeting’s status.

Open a meeting #

1. Sign in to BoardSite and select the correct organization.
2. Open Meetings and choose the appropriate meeting list.
3. Select the meeting you want to review or manage.

Use the workspace tabs #

• Event Details: review the date, time, location, description, and calendar option.
• Attendance: review RSVP totals and, if permitted, manage or export attendance.
• Documents: review or manage files attached to the meeting.
• Agenda: build or review the meeting agenda and linked materials.
• Minutes: prepare minutes and review meeting recordings or AI-generated transcription results when available.
• Tasks: review action items associated with the meeting.
• Discussion: open the meeting’s discussion area.
• Notes: keep meeting-related notes available to you in BoardSite.

Use the meeting actions #

Authorized users may also see actions above the tabs:

• Meeting Viewer opens the BoardSite Live Meeting experience.
• Edit this meeting changes only the selected meeting.
• Edit recurring template changes the recurring template when the meeting belongs to a series.
• AI Summary creates a summary from the meeting’s agenda and documents when the feature is available.
• Record/Upload records browser audio or uploads an existing recording for processing.
• Board Packet creates or downloads a combined packet.
• Delete permanently removes the meeting and should be used only by an authorized meeting manager.

Permission note: It is normal for two people to see different tabs or actions for the same meeting. If a control is missing, confirm the meeting status, committee membership, and your assigned permissions.

Related articles #

• How do I run a meeting in BoardSite Live Meeting?
• How do I manage RSVP and attendance?
• How do I generate and download a board packet?
• How do I record or upload a meeting and generate a transcript?