How to Take Attendance in a Meeting

You do not need to type every name by hand. In Minute Taker, the Attendance button pulls in the people invited to the meeting so you can record who was present. You can also type @ and start typing a name to pick someone from a quick list.

Who can take attendance

You need access to Minute Taker for the meeting. That means you are a portal admin, the meeting creator, the chairperson, or an attendee set as Minute Taker.

Steps

1. Open the meeting from the Meetings page.
2. Click Manage, then Take Minutes.
3. Use the Attendance button in Minute Taker to insert attendance from the current meeting attendees.
4. Review the list and adjust who was present or who sent apologies as needed.
5. To add someone who is not already on the list, type @ in the minutes and start typing their name, then select them from the quick list.

Invited attendees first

Add people to the meeting on the Attendees tab before you take minutes. Attendance can then pull from that list, so you avoid retyping names that are already in Our Cat Herder.

Related

• Take Minutes — Full guide to minute taking, including live mode and actions
• Grant Minute Taker Access to Staff Members — Give a staff member permission to take minutes for a meeting
• Meeting Attendees & Invites — How inviting attendees and RSVPs work