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Minutes Tab

Access the Scheduled Meeting​

On the MeetingPal Home Page, locate the left-hand menu. Select Meetings.

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Start editing the meeting​

In the meetings page ,you will see all your meetings and the meetings that you are scheduled to attend.

Click on the 'Manage Meeting' button to begin editing the selected meeting.

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Open the Minutes Tab​

In the selected meeting’s dropdown menu, click Minutes.

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The Minutes page will open.

Understanding the Minutes Page​

The Minutes page allows you to create, edit, and finalize the official record of the meeting.

From this page, you can:

  • Draft meeting minutes.
  • Record discussions and decisions.
  • Include attendance and quorum information.
  • Capture resolution outcomes.
  • Insert agenda item notes.

Create or Edit Meeting Minutes​

Click into the minutes tab. Enter or update the meeting minutes.

You can add a discusion for a custom format or use the 'add action' button to use a default format for the minutes.

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Typical content may include:

  • Meeting title and date.
  • Attendees present and apologies.
  • Confirmation of quorum.
  • Summary of discussions.
  • Resolution wording and outcomes.
  • Action items.
  • Closing time.
  • Click Save Minutes to store your changes.

Insert Automated Meeting Data​

Depending on your configuration, MeetingPal may allow you to insert automatically generated content such as:

  • Attendance register.
  • Agenda items.
  • Resolution results.
  • Voting summaries.
  • Proxy information.

This can significantly reduce manual editing.

Review and Format the Minutes​

Use the editor tools to:

  • Apply headings and formatting.
  • Insert tables.
  • Add bullet points.
  • Include hyperlinks and attachments.

Review the document carefully to ensure all information is accurate.

Common Uses for the Minutes Tab​

The Minutes tab is useful for:

  • Recording formal meeting proceedings.
  • Capturing decisions and action items.
  • Producing governance-compliant meeting records.
  • Emailing the professionally formatted minutes.

Best Practices​

Draft minutes during or immediately after the meeting.

Use MeetingPal’s automated data to improve accuracy.

Review voting results and attendance before finalizing.

Save changes regularly.

Important Notes​

The Minutes tab may integrate with agenda items, attendance, and voting results.

Only authorized users may be able to edit or finalize the minutes.