Viewing the Meeting List

Accessing meetings in OnBoard is simple and intuitive. The fastest way to get information about a meeting is to ask AI Assist. You can also browse, search, and filter the Meeting List across web, tablet, and mobile apps.

What Is the Meeting List?

The Meeting List is where you can view past, current, and upcoming meetings. It includes meeting details, agendas, and documents (if shared).

Explore the Accessing Meetings course and others in the OnBoard for Members and Directors Learning Path, on OnBoard Academy - link: Accessing Meetings

Navigating the Meeting List Video - Web Browser

Navigating the Meeting List Video - Tablet App

Using AI Assist to Find Meeting Information

How Do I Use AI Assist to Learn About Meetings?

AI Assist can help you quickly find information about your meetings without manually browsing the Meeting List. You can ask questions about past, current, and upcoming meetings, including meeting dates, agendas, presenters, and meeting materials.

Ask AI Assist About Your Meetings

Type your question in the Ask about meetings & materials box on the Homepage.
Or, open AI Assist using the AI Assist widget in the bottom-right corner of the page, or from the navigation menu.
Ask a question about a meeting or meeting materials.

Examples:

"When is my next meeting, and where is it?"
"When was the last Audit Committee meeting?"
"Who is presenting at the next Finance Committee meeting?"
"Summarize the meeting book for the upcoming Board meeting."

AI Assist provides answers and direct links to relevant meetings when available.

Accessing the Meeting List

How do I Access the Meeting List

You can manually review your current, upcoming, and past meetings from the Meeting List.

On the Web or Tablet App

Your current and next upcoming meetings appear on the Homepage.

To access the full Meetings List, select the Meetings icon on the left-hand navigation bar.

On the Mobile App

Tap the Meetings icon at the bottom of the screen.

Navigating Meetings

How Do I Navigate Past, Current, and Upcoming Meetings?

You can browse meetings differently depending on your device.

On the Web

Current and upcoming meetings appear in bold text, while past meetings appear in gray text.

Scroll using your mouse wheel.
Or use the scroll bar to move through the list.

On Mobile or Tablet

You can switch between future and past meetings using tabs.

Scroll using your finger.
Select Upcoming Meetings or Past Meetings at the top of the screen.

Opening a Meeting

How Do I Open a Meeting?

You can open a meeting by selecting it from the Meeting List.

Click or tap anywhere on the meeting bubble.

Inside the meeting, you can view:

Meeting details
Agenda
Documents (if visible)

Searching with Meeting Search Bar

How Do I Use the Search Bar to Search for Meetings?

Use the search bar at the top of the page to search using keywords in meeting titles.

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Sorting Meetings

How Do I change the Meeting List Order?

You can sort meetings on the web app using the sort control.

Select the two-arrow sort icon in the top-right corner.
Choose one of the following options
1. Newest to Oldest
2. Oldest to Newest

Filtering Meetings with the Calendar Panel

What is the Calendar Panel and How Do I Use It?

The Calendar Panel provides additional filtering options on the web app and helps you find meetings by date or group.

Steps to Use the Calendar Panel

Click the panel icon at the upper-left corner of the Meeting List.

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Navigate through the calendar to locate meetings by date.
- Dots under dates show which groups have meetings.
- Hover over a date to see scheduled meetings.

Use Filter Meetings to switch between Upcoming and Past.

At the bottom, select or deselect groups to view meetings for specific groups.

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FAQ's

Can AI Assist find meetings for me?

Yes. AI Assist can help you find past, current, and upcoming meetings by meeting name, group, or date. It can also provide links to matching meetings when available.

How do I quickly find a past meeting I attended?

Web: Scroll the Meetings list. Past meetings appear in gray.
Mobile/Tablet: Open the Past Meetings tab.
Need a specific date? On the web, open the Calendar Panel, go to the date, and select the meeting from the preview.

Why don’t I see the agenda or meeting book?

Materials may not be published yet or your permissions may limit access.
Try these steps:
1. Refresh the page and check again.
2. Confirm you opened the right meeting (title and date).
3. Ask an admin to verify your access and whether the agenda or book is published.

Can I sort or organize meetings on mobile?

Mobile/Tablet: Use the Upcoming and Past tabs and the Search bar. There’s no manual sort control.
Web: Use the two arrows sort control to switch between Newest → Oldest and Oldest → Newest.

Why can’t I see a meeting at all?

You may not have permission, or the meeting isn’t visible yet.
Check the Upcoming/Past tabs, confirm the date, and, if needed, ask an admin to add your access.

What should I try if search returns no results?

Use fewer words or a partial keyword (e.g., “Quarter” instead of “Quarterly”).
Check the Past vs Upcoming tab.
On the web, open the Calendar Panel to locate meetings by date or group.