How To: Meetings

Short, task-focused guides for common meeting tasks in Our Cat Herder.

• Edit a Meeting — Change the date, time, location, or other details of a meeting.
• Delete a Meeting — Remove a meeting that was created in error or is no longer needed.
• Distribute Your Agenda to Attendees — Use the Discussion tab to notify all attendees that meeting papers are ready.
• Delete an Attachment from a Meeting Agenda — Remove or replace attachments in the agenda builder.
• Set Up Meeting Agenda Templates Using Meeting Types — Create reusable agenda templates that are automatically applied when you create a meeting.
• Add Non-Numbered Agenda Items like Breaks or Lunch — Tick "Skip Numeration" when editing an agenda item.
• Notify Members About Updated Meeting Papers — Use the Discussion tab to post a comment, which sends a notification to all attendees.
• Grant Minute Taker Access to Staff Members — Invite a Staff member to a meeting and set them as Minute Taker.
• Create a Meeting Paper — Use the built-in meeting paper creator to contribute structured board papers with an executive summary, background, analysis, and recommendations.
• Take Attendance — Mark who attended a meeting from Minute Taker without typing every name by hand.
• Get Attachments onto the Agenda from Other Contributors — Two options: contributors create a Meeting Paper or are set as Minute Taker to be able to add attachments to agenda items, or upload to Documents and the minute taker attaches via Choose Internal File.