1. Streamline Support
  2. Meetings & Compliance

How to stay on track with meetings and agendas

How to use the Meetings tab in Streamline Web to never miss a deadline to post your agendas

The Meetings tab is designed to be a one-stop-shop for all meeting-related items, including agendas, minutes, and packets.

The simplest and easiest way to add items like agendas and minutes to your site is to use the Meetings tab. This tab is located in the red admin toolbar you see when logged in:

Click on the tab to see that your Meetings are all organized here into Groups.

Click on the name of any Group to expand it, and then you'll see a list of the meeting pages that belong to it. To add a new meeting to that group, click the Add New Meeting button.

You'll be able to add a Meeting and upload your agenda or minutes. When saved, this page will appear in your list of meetings in the Meetings tab. But most importantly, it should also be automatically organized on your site for the public to find in a compliant fashion!

Watch this 1-minute Quick Meetings Guide!

Understanding meeting and agenda deadlines

Most states have a requirement for special districts to post notices of their meetings and agendas ahead of the meeting dates. The specific number of days ahead of the meeting that these items need to be posted varies by state; in California, for example, meetings need to be posted online 7 days prior to the actual meeting date, and agendas need to be posted online 3 days prior to the actual meeting date.

Using the Meetings tab to stay compliant with your agendas

As you add new meetings to your meetings tab, you won't help but notice the helpful due dates and colorful icons that begin to appear:

Screen Shot 2019-11-01 at 7.28.41 AM Overdue! Screen Shot 2019-11-01 at 7.28.51 AM Not turned in Screen Shot 2019-11-01 at 7.29.05 AM Complete!

Using these indicators, you can quickly see which documents haven't been turned in yet, but aren't due, as indicated by the orange circles Screen Shot 2019-11-01 at 7.28.51 AM; documents that haven't been turned in yet, but are past due, are indicated by red exclamation points Screen Shot 2019-11-01 at 7.28.41 AM; and documents that have been successfully uploaded are indicated by green checkmarks Screen Shot 2019-11-01 at 7.29.05 AM.

Setting reminders

Since agendas are generally the only required item to turn in, Streamline offers reminders to help you turn them in on time -- using the agenda reminder available via the Meetings tab: Screen Shot 2019-11-11 at 11.10.26 AM

Once you click the agenda reminder "bell" and then check the box to enable the reminder (shown above), you can choose how long prior to the deadline you'd like the reminder to be sent:

You can also add one or more email addresses to this reminder, separated by commas; this is helpful to make sure, in case the primary meeting creator is out sick or on vacation, that other people can receive these reminders as well: