We automate nonprofit operations so you can do more of what matters most.

Add Meeting Minutes

Return To The Knowledge Base

Meeting minutes keep an official account of what was done or talked about at formal meetings, including any decisions made or actions taken. In Argenta you can save all of your meeting minutes and classify them by department and category.

From the Argenta main menu on the left hand side of the screen choose Operations/Workflow. Select Meeting Minutes. You will be redirected to a list of all the meeting minutes that have been posted.

 

 

Click the "Add New Meeting Minutes" button. The Add New Meeting Minutes window will popup.

 

 

Enter the Meeting Date. This is a required field.

 

If the minutes are for a specific department select the department from the Departments drop down list. If the minutes are not related to a specific department you can leave the default of "Unassigned". The Departments drop down list is populated from the departments you have entered in the Department Management Module in the Staff And HR section.

 

Next, choose a category for your meeting minutes from the Category drop down list. This field is required. Argenta comes loaded with predefined values for these drop down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta Main Menu. To update Meeting Minute Categories, choose View/Update Meeting Minute Categories from the link in the upper right of the main Meeting Minutes page.

 

If you would like to use a category that doesn't exist, you can add one right here in this window by clicking the "Add New" button next to the Category drop down list. A window will popup. Simply, type the category name you would like to use and click the "Add This Category" button. The window will close, and your new category will be selected automatically.

 

Type a title for your meeting minutes. You can choose any title you want, but keep it under 140 characters. This field is required.

 

Type a description for your meeting minutes. The description field is open and can be as long or as short as you need. This field is not required.

 

Select your meeting minutes document or file by clicking the "Browse..." button. Locate the file on your device and click "Open" to select it. The Meeting Minutes file is required.

 

Click the "Add These Meeting Minutes" button to finish. The window will close and the new Meeting Minutes file will be displayed in the list.