How to Take Minutes in Our Cat Herder

Our Cat Herder offers two minute taking modes and allows a variety of different users to add minutes in a meeting.

Video

Steps

1. Navigate to Meetings

• Navigate to the 'Meetings' section.

2. Select a Meeting

• Choose the specific meeting for which you will take minutes.

3. Access Minute Taker

• Click on 'Manage'.
• Select 'Take Minutes' to access the Minute Taker.

4. Edit Minutes for Agenda Items

• Click 'Edit Minutes' on the right side of the desired Agenda item.
• Enter the minutes for that specific item.
• Click 'Save' to store the minutes.

5. Expand Items for Sub-Agenda Minute Taking

• If using a collapsed view, expand the items to take minutes for sub-agenda items.
• Click 'Edit Minutes' for the sub-item, enter minutes, and click 'Save'.

6. Use Rocket Minute Taker for Live Minutes

• Click the rocket icon for the live minute-taking mode.
• Navigate through items using 'Next' and 'Previous' buttons.

7. Insert Attendance

• Use the attendance feature to grab responses from current attendees.
• Type '@' to add individuals not on the list.

8. Add Actions During Minute Taking

• Select 'Add Actions' to create action items.
• Fill in required fields such as status and due date.

9. Update Actions as Needed

• Click 'Edit' to modify any action items.
• Click 'Update' to save changes.

10. Permissions for Minute Taking

• Ensure that the person taking minutes is a portal admin, meeting creator, or chairperson.
• Check if invited attendees have been granted minute-taking permissions.

11. Update Minute Taker Status

• To update an attendee's status to Minute Taker, go to 'Details', then 'Attendees'.
• Click 'Update' next to the attendee's name.