Instructions for posting Board Meeting minutes
Take Minutes
Take minutes by hand, or using a simple text editor such as notepad, not a word processor like Word. No formatting at this point.
Create Web Page
- Log in to Wild Apricot
- Admin View
- Website > Site pages
- Scroll down on the left to "Pages Not in Menu"
- open Board Meeting Template
- on top left, click dropdown next to Add page > Duplicate page
- top center description should say "(copy) Board Meeting Template"
- click Edit (green)
- at top of left column (may need to scroll up) Page name should say "(copy) Board Meeting Template"
- change Page name to Board Minutes YYYY-MM (where YYYY is the year and MM is the month)
- copy that page name to the URL too
- change access level to Public
- move mouse over to right column on sample minutes template, it should turn dark
- while it is dark, click on the sample minutes to edit
- paste or type the minutes into the various sections
- click Save (green)
Email Draft to Board
- on the top menu, click Email > Emails
- click Compose Email
- click Board Minutes Template
- in the email, change the words Month and Year to the actual month and year
- place the cursor below the line introducing the link
- on top, click on the link symbol (picture of chain) > Insert Link
- click Site Page
- scroll down to the "Pages Not in Menu" and click the name of the Board Minutes for the month you just created
- click Insert Link
- add a note welcoming board members to make changes or send suggestions
- note what date you will be making the minutes public
- click Preview tab (top)
- click Recipients tab (top)
- click "+ Contact list"
- in Member Search list (right side), click Board Members
- click Add Selection
- in the Subject line, add the word DRAFT to the end
- uncheck the Enable link and open email tracking
- click Review and Send tab (top)
- click Send
- Do you want to send this message? click OK
- Then you are done. It will update as it sends. Wait for board feedback.
After Board Responds, Make the Web Page Public
- Log in to Wild Apricot
- Admin View
- Website > Site pages
- Find the minutes for that month (at the very bottom)
- click Edit
- On the left side, find the Position in Menu header
- click After Selected Page
- scroll down about 3/4 to find the -- Minutes -Board Minutes
- click on the Phantom Marker
- make any requested by the board
- click save
Email Announcement to Members
- on the top menu, click Email > Emails
- click Compose Email
- click Board Minutes Template
- in the email, change the words Month and Year to the actual month and year
- place the cursor below the line introducing the link
- on top, click on the link symbol (picture of chain) > Insert Link
- click Site Page
- scroll down about 3/4 and click the name of the Board Minutes for the month you just created
- click Insert Link
- click Preview tab (top)
- click Recipients tab (top)
- click "+ Contact list"
- in Saved contact search list (left side), click ~All Active Members
- click Add Selection
- uncheck the Enable link and open email tracking
- click Review and Send tab (top)
- click Send (green)
- Do you want to send this message? click OK
- Then you are done. It will update as it sends.