To access meeting types click the Meeting Types button at the bottom of the Meetings page.
Why are meeting types important?¶
Meeting types connect the following parts of Our Cat Herder together:
- Agenda templates
- Actions (Action Tracker & Closed Actions)
- Minutes last meeting
- Organisation of Meeting Archive in Documents.
They help the system figure out what needs to be connected together for easy reference.
Meeting Type Defaults¶
Our Cat Herder comes pre-loaded with five default meeting types, but you are able to use, modify or remove as you wish.
The defaults are:
- Annual General Meeting
- Committee Meeting
- Finance Committee Meeting
- Governance Committee
- Special General Meeting
Create a new Meeting Type¶
You are able to create as many new meeting types as you require. The meeting types do not restrict access in any way.
There are two ways to create a new meeting type. The first is on the Meeting Types page, down the bottom click the New Meeting Type button.
In the Add Meeting Type modal that appears you will be asked to provide a name for your meeting type. Fill in the meeting type name and then click the Add button.
Your new meeting type will now appear in the list of meeting types.
The second way to create a new meeting type is via the meeting creation process. For further information on this click here.
Customise Agenda Template via Meeting Types¶
There are two ways you can customise the Agenda Template for a Meeting Type. One is via the Agenda Builder, the other way you can customise agenda templates used in the Agenda Builder is via Meeting Types.
When a meeting type is created it is pre-loaded with a default agenda, however you can customise this as you see fit.
From your list of meeting types simply click the edit icon to the right of the meeting type you want to customise the template agenda for. This will take you to a page with simplified Agenda Builder functionality focused only on adding Agenda Items and sub-items.
Edit Meeting Type Name¶
To edit the name of an existing meeting type head to the Meeting Types page. Click the edit icon on the far right. At the top of the page there will be a a box with the meeting type name in it. Type in the new name, scroll to the bottom and click the Save button.
Impact on existing meetings
Please note that all previously created meetings will not be updated to use this name so changing a meeting type name it may create discontinuity between past and future meetings using this meeting type. You can go back and manually adjust meeting types on past meetings to use this renamed meeting type, however remember to check the " Do not email invite(s)" option to stop all your meeting attendees getting an overwhelm of notifications.
Edit Existing Agenda Items¶
You can edit any of the existing items by clicking the edit icon to the left of the Agenda item name.
Add New Agenda Items¶
To add a new Agenda item to the Meeting Agenda Template simply click the Add Template Item. Input the name of the item in the modal that appears and click Save. You can also add sub items at the same time if required by clicking the Add Sub Item button which will provide another field to
Add New Agenda Sub Items¶
If you want to add a sub-item to an existing Agenda item on your template then click the edit icon next to the main agenda item name. In the modal that appears click the Add Sub Item button which will provide another field to enter the name of a new sub-item. You can also change the name of existing sub-items here.
Once you have completed the change click the Save button.
You can add up to 15 sub items per Agenda Item.
Edit New Agenda Sub Items¶
To edit an existing sub-item you can either click the edit icon next to the sub-item name or the edit icon next to the parent Agenda item.
Re-order agenda items and sub-items¶
To re-oder agenda items or sub-items use the icon to the right of the agenda item. Click it and drag. The item being moved will highlight in pink . Drag the item to where you need it to be and click the Save button at the bottom of the page.
The " Lock Template" checkbox allows to you prevent modification of the template when building an agenda via the Agenda Builder. Basically it is here to help stop accidental over-writing of an Agenda template.
To lock the template check the " Lock Template" box and then click the Save button underneath.
Updated: 27 March 2020