DESKTOP: Tracking Committee Meeting Agendas

The Committee Module allows you to track each meeting as its own record, with complete details for the following important items:

  • Meeting Info (date, time, location, purpose)
  • Agenda
  • Minutes
  • Attendees

Follow these steps to track your Committee Meeting Agenda:

  1. Use the Committee Selector to open the Committee you want to work with (Committees > Select Committees). The Committee Main window will open.
  2. In the Data Grid, right-click and select View Selected Meetings. The Committee Main window will open.
  3. On the Meeting Agenda tab, enter the text from your Meeting Agenda. Note: If you paste text from another application, formatting from the other application (like Microsoft Word) will not be preserved.
  4. When you are finished entering Meeting information, click the Save button at the top left of the Committee Meetings window.



Best Practices for Committee Meetings:

  • Use the Committee Meeting Details Report (Reports > Committee Reports > Committee Meeting Details) to consolidate all the information from this meeting in to one document.  Click here to learn about the Committee Meeting Details Report. Consider saving this report as a PDF file and uploading it to MC Trade as a restricted Web Content Record. That way, you can share the file with Committee Members and track when they download it. Click here to learn about Web Content Records.

  • If your Meeting Agendas or Minutes are more complicated than just text, consider uploading them as a PDF file to MC Trade as a Web Content Record. This way, you can place the url of the file in the Agenda and Minutes areas. Click here to learn about Web Content Records.


 This feature is included or available for purchase with the following MC Trade packages.


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