Meetings

How to create, edit, rename meetings, as well as how to upload your minutes and agendas

September 2024

Streamline's Meetings tab provides a one-stop-shop for anyone in charge of managing your meeting schedule and uploading agendas. You can create groups to organize your meetings, and set reminders for each group to make sure you never forget to upload an agenda.

Note: This reference guide works best when used with our tutorial on staying on track with meetings and agendas here >

Table of contents

Meetings Overview

A - Add a new meeting or a suggested meeting to this group
B - Edit existing meetings by clicking the pencil icon
C - Add files directly to meetings by clicking +Add File
D - Delete a meeting by clicking the trashcan icon


Add a new meeting

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. If needed, click on the name of the group (i.e. Board of Directors or Finance Committee) to expand the meetings list for that group
3. Click on either the Add New Meeting or the Add Suggested Meeting button
4. Make sure the date of your meeting is correct!
5. Add any relevant agendas, minutes, or supporting documents
6. Click Save and close when finished:

Edit an existing meeting

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. If needed, click on the name of the group to expand the meetings list for that group
3. Click the red pencil icon next to the meeting you want to edit:
4. Make any changes to the meeting page as needed
5. Click Save and close when finished:

Upload an agenda to a meeting

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. If needed, click on the name of the group to expand the meetings list for that group
3. From the Meetings screen, locate the Add File button under the Agenda column:
   (Note: if you've already uploaded an agenda, this button won't be visible. You'll need to remove the existing agenda first by clicking the trashcan icon)
4. Locate the agenda from your Content Library you want to include and click on it to select it. If you don't see the agenda you're looking for, you can upload it directly by clicking the Select & upload a file button:
5. Once you have the file selected, click the Select button in the top-right corner: 

Upload minutes to a meeting

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. From the Meetings screen, locate the Add File button under the Minutes column:
   (Note: if you've already uploaded an agenda, this button won't be visible. You'll need to remove the existing agenda first by clicking the trashcan icon)
3. Locate the minutes file from your Content Library you want to include and click on it to select it. If you don't see the file you're looking for, you can upload it directly by clicking the Select & upload a file button:
4. Once you have the file selected, click the Select button in the top-right corner: 

Upload supporting documents to a meeting

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. From the Meetings screen, locate the Add File button under the Supporting Docs and click on it:
3. Locate the file from your Content Library you want to include and click on it to select it. If you don't see the file you're looking for, you can upload it directly by clicking the Select & upload a file button:
4. Once you have the file selected, click the Select button in the top-right corner: 

Set an agenda reminder

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. Make sure the group is expanded by clicking on the name of the group
3. Locate the bell icon next to the Agenda column and click it: 
4. Make sure the checkbox to send an email reminder is checked:
5. Determine how long before the deadline you would like us to send you a reminder email in the dropdown selection.
6. In the Where to send the reminder to field, enter one or more email addresses to receive the reminder. Separate multiple email addresses with a comma and no spaces (e.g. support@getstreamline.com, email@getstreamline.com) to send the alert to multiple emails:
   
   (Optional) Click the Send a test email button to test this for any emails in the above field:

Create a new group

1. Navigate to your Content tab.
2. Click on the +Add New Content button.
   1. 
3. Change the Standard Page to a “Group Page”
   1. 
4. Name your group in the Page Title field.
   Optionally, add a description for the group in the Main Body Content field.
5. Click Save and close when finished:

Edit a group

1. Navigate to your Meetings tab by clicking on the Meetings tab:
2. Locate the group you want to edit, and click the pencil icon next to the name of the group:
3. Make any changes you need, and click Save and close when finished: