• Resolved crestapps

    (@crestapps)


    After each event/meeting I like to document the meeting notes. Is there a place for me to log these notes?

    Also, is there a way to attach file/meeting agenda along with meeting invite?

    Lastly, similar to the board members, is there a way to create executive staff using this plugin then display the members on the page front like the board members?

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  • Plugin Author Jonathan Goldford

    (@jg-visual)

    These are all great questions @crestapps. I’ve tackled them one by one below:

    After each event/meeting I like to document the meeting notes. Is there a place for me to log these notes?

    For event and meeting notes I’d recommend using a tool like Google Docs or Microsoft Word online to record and store your notes. Then, once those are finalized, link directly to them within the Board Resources section of the plugin. Using Google Docs or Microsoft Word will provide a better note taking experience, and by only linking them it will keep the Board Resources section within your website clean.

    Also, is there a way to attach file/meeting agenda along with meeting invite?

    Just like my comment above, I’d recommend including the agenda within a Google Doc or Microsoft Word document, then linking to that file within the meeting’s description. That way your board members can click the link and go directly to the agenda. It’s also worth considering combining the agenda and meeting notes into one document. That would hopefully simplify the process for the person recording the meeting notes, as well as every board member.

    Lastly, similar to the board members, is there a way to create executive staff using this plugin then display the members on the page front like the board members?

    Unfortunately, it isn’t possible to use the plugin to display executive staff members. The plugin is built specifically for your board and like I noted in your previous forum post, the public-facing functionality is limited given that’s not the plugin’s primary focus.

    I hope that’s helpful. Let us know if you have any other questions.

    Plugin Author Jonathan Goldford

    (@jg-visual)

    Since we haven’t heard from you in a little while I’m going to mark this support thread as resolved. If you have any other questions in the future don’t hesitate to reach out.

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