Creating Meetings
How Do I Create a New Meeting?
To create a new meeting, open the Meetings area and start a new meeting from the top-right of the screen.
| Explore the Meetings course and others in the OnBoard Administrator 101 Learning Path, on OnBoard Academy - link: Meetings |
Steps
- Select Meetings in the Navigation Menu.
- Click Create Meeting (upper-right corner).
- In the new meeting window, enter the meeting details:
- Meeting name
- Location
- Date
- Click Save Changes (upper-right corner).
| Note: If utilizing OnBoard's Calendar Integration, updating the Meeting Details will send a new calendar event to all selected invitees and reset all RSVPs. Review the Calendar Integration article for more details. |
How Do I Set Up a Remote Meeting?
After you save the meeting details, you can add remote meeting information (like Zoom links or dial-in numbers) using Setup Remote Meeting.
Steps
- After saving Meeting Details, click Setup Remote Meeting.
- Enter remote meeting details, such as:
- Zoom hyperlink
- Phone number(s)
- Any other access info your attendees need
| Learn more about setting up remote meetings and Zoom in this article: Creating a Remote Meeting from an OnBoard Meeting. |
Duplicate a Meeting
How Do I Duplicate a Meeting?
To duplicate a meeting, use the three-dot menu (also called the “More options” menu) next to the meeting name.
| Note: Only Admins of a Meeting can duplicate it. |
Steps
- Find the meeting you want to copy.
- Select the three-dot menu to the far right of the meeting’s name.
- Click Duplicate.
What you’ll see next
- The copied meeting appears as: “your meeting name – copy”.
- The new meeting is editable (for example: date, time, and location).
What Gets Copied When I Duplicate a Meeting?
When you duplicate a meeting, OnBoard copies the agenda structure and key settings so you don’t need to rebuild them. This means that duplicated Meetings start at the Add Agenda Documents step in the Complete Meetings Tracker at the top of the Details page.
| Note: Duplicated meetings have the Unpublished visibility condition by default. |
Copied items include:
- Agenda (sections and structure)
- Members associated with each section
- Section permissions
- Meeting settings that were set in the original meeting
| Important note: Documents attached to agenda sections do not copy to the new meeting. |
Why this is useful
Duplicating meetings is a fast way to recreate recurring meetings without rebuilding the agenda or resetting permissions.
Deleting a Meeting
How do I delete a meeting?
To delete a meeting, use the three-dot menu next to the meeting name and select Delete.
| Note: Only Admins of a Meeting can delete it. |
Steps
- Find the meeting you want to remove.
- Select the three-dot menu to the right of the meeting name.
- Click Delete.
- Confirm the deletion when prompted.
What Happens When I Delete a Meeting?
When you delete a meeting, all data and documents tied to that meeting’s agenda sections are deleted too.
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Important note:
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FAQs
Does duplicating a meeting copy the attached documents?
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No—duplicating a meeting does not copy documents that were attached to agenda sections.
This helps prevent accidentally reusing outdated files. You can upload new documents to the duplicated meeting as needed.
Will editing meeting details affect calendar invites?
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Yes—editing Meeting Details can affect calendar invites if Calendar Integration is enabled.
OnBoard may send an updated/new calendar event and reset RSVPs.
Can I undo a meeting deletion?
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No—deleting a meeting is permanent and cannot be undone.
If you may need the meeting later, do not delete it. Consider archiving instead.
Why can’t other users see my duplicated meeting yet?
- Other users can’t see your duplicated meeting yet because duplicated meetings default to the Unpublished visibility condition.
OnBoard Group Trainings:
If you are interested, we do offer further education. You can find the calendar and register for OnBoard Admin group training sessions by clicking here.
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