Creating a board meeting is one of the most time-consuming tasks due to the different stages that must be taken into account for its construction: Designing the agenda, communicating with participants and ensuring your materials are in place. Save time and improve your meeting productivity by using our BoardiGO platform.

Meeting setup

1. Click on the Create button on the left panel.
2. Click on Create a meeting.
3. Click on the option you need: 1. Create from blank. 2. Create from a template: Select the template you need from the Template section > Meeting tab.
4. Create a title for the meeting and a description if necessary.
5. Activate the characteristics of your meeting: Virtual or Physical and the possibility to get a Printable Board Pack.
6. Set the date and time of the meeting if it is already confirmed, or send a scheduling poll to agree on a date.
7. Set the duration of the meeting
8. Invite your **board members **or stakeholders if necessary.

Create the agenda

1. Choose the **type of item **you need between Vote, Signature and Discussion:

   1. Create a vote:

      1. Create a title for this item.
      2. Select the rule that best suits your needs from the options proposed.
      3. Formulate a closed-ended question, so that participants can vote for or against.
      4. Invite a guest if necessary.
      5. Add a document if necessary.
      6. Click on Save to finalize this item and move on to create another one.

   2. Create a Signature:

      1. Create a title for this item and a description if necessary.
      2. Select the rule that best suits your needs from the options proposed.
      3. In the documents section, you can upload the document to be signed from your device. Or you can request the document from a board member or a stakeholder.
      4. Invite a guest if necessary.
      5. Add supplementary documents if necessary.
      6. Click on Save to finalize this item and move on to create another one.

   3. Create a discussion:

      1. Create a title for this item and a description if necessary.
      2. Invite a guest if necessary (stakeholders or external guests).
      3. Add a document if necessary.
      4. Click on Save to finalize this item and move on to create another one.

2. Create as many items as you wish to structure your meeting agenda.

3. Click on Confirm and send meeting date once you have set all your agenda items.