How can we help you?

Meeting Agenda State

You will find in this article:

 

When you save your agenda because it is finished or in writing process, two options are available to you: Draft or Confirmed.

Confirmed

When you consider your agenda complete and completed, it is now available to your meeting members when you click Confirmed.

Draft

When you write your agenda, you may need to give up work in progress for a variety of reasons. The Draft option will be useful to keep the work in progress.

You can also use the Draft option when you want collaborative writing of the agenda. People invited to collaborate*, receive an email invitation to edit the agenda by adding topics, notes, documents and/or links. Once completed, you or another member of your team can click Confirmed.

*Only the leader and the partners can edit their subject. Participants and guests can’t modify the agenda. Also, the agenda in draft mode will not be visible to them.

Find out more about roles>

 

How to make a DRAFT agenda?

Step 1: Select Save

Step 2: Select Draft

In the My Meeting or My Beespace tab, the –Draft– status of your agenda will be now displayed.

Step 3: To edit the agenda again, you can click on the title of your meeting or on the edit icon .

Step 4: When the editing is done, Save  your agenda again and this time, click on Confirmed.

Blog that may interest you : How to write an effective meeting agenda?

How to make an agenda Ready for approval?

*The Ready for approval feature is only available in Beeboard.

Unlike Beefree and Beeteam, in Beeboard, when you save your agenda, you will have three options: Draft, Ready for approval and Confirmed.

Once your agenda is completed, you can put it in Ready for approval mode and determine who should approve it in order to have a final agenda and to ensure that your board or committee meeting is properly conducted.

Step 1: Select Save.

Step 2: Select Ready for approval.

Step 3: Select Save when your Approvers list is accurate.

Step 4: The approvers must approve by clicking on Approve. The date of approval will then be recorded. You have the choice of sending an email informing them that they must approve your agenda.

Step 5: In the My Meetings section, the status of your meetings is visible. Click on More info to see the list of approvers. You can also know who has or has not consulted the agenda.

Please note that the agenda can always be modified when it is awaiting approval.

Step 6: The last approver on the agenda will confirm the final status of the agenda.

How useful was this post?

Click on a star to rate it!

We are sorry that this post was not useful for you!

Let us improve this post!

Tell us how we can improve this post?