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Minutes Tab

Access the Scheduled Meeting​

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

From the dropdown list, locate and select the scheduled meeting for which you want to prepare or review the minutes.

Open the Minutes Tab​

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

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.
  • Export or print the final minutes document.

Create or Edit Meeting Minutes​

Click into the minutes editor. Enter or update the meeting notes.

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.

Export or Print the Minutes​

When the minutes are complete:

  • Click Export, Download, or Print.
  • Select the preferred format, such as PDF or Word.
  • Save the file to your computer.

Finalize the Minutes​

After approval by the chairperson or meeting participants:

  • Mark the minutes as final (if this option is available).
  • Store the final document as part of the official meeting record.

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.
  • Exporting 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.

Export formats and editor features may vary depending on your organization’s configuration.

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