The Meetings & Events menu displays all meetings and events - past, present, and upcoming - in one central location.
From this screen, users can:
View meeting and event details
Filter, search, and sort information
Manage meetings and events efficiently
The Meetings & Events screen also provides quick access to:
Creating a new meeting or event
Viewing attendance information
Adjusting personal display preferences
Please note: Meetings vs. Events
Meetings require an agenda and support bulk document uploads, while events do not require an agenda and do not support bulk document uploads.
Filtering the Meetings & Event Screen
The Meetings & Events screen includes filtering and sorting options to help you quickly find the information you need.
From the top section of the screen, meetings and events can be filtered by:
Type (meeting or event)
Date (range)
Committees
Status
These options allow users to narrow results and focus on relevant meetings or events more efficiently.
Filtering and sorting in Meetings & Events helps users quickly locate relevant meetings and events. Because this list includes past, present, and future items, filtering and sorting make it easier to focus on information for a specific timeframe or purpose.
Each Meetings & Events category can be filtered independently, and multiple filters can be applied at the same time. All categories can also be sorted to further refine the displayed results.
To filter by meeting or event type, select the down arrow next to Meeting & Event and choose either Meeting or Event. The list updates automatically based on your selection.
To filter the information by the Date, click on the down arrow option next to the Date then, choose the date range and click on Apply Filter.
Filtering by date
To filter meetings and events by date, select the down arrow next to Date, choose the desired date range, and then select Apply Filter.
Please note: Once the checkbox is marked the list will automatically update.
Filtering by committee
To filter by committee, select the down arrow next to Committees. Then, expand All and select the checkbox next to one or more committees.
Please note: Once the checkbox is marked the list will automatically update.
Filtering by status
To filter by status, select the down arrow next to Status, expand All, and select one or more status options:
Archived
Published
Unpublished
The Meetings & Events list updates automatically based on your selections.
Sorting the Meetings & Events screen
The Meetings & Events list can be sorted by any of the following columns:
Title
Type (meeting or event)
Date and time
Committee
Status
To sort, click the column header. Selecting the arrow toggles the sort order between ascending and descending.
Calendar View
The Calendar View provides a visual overview of when meetings and events occur across one or multiple months.
The calendar can display one month or four months at a time and includes a legend that color‑codes items based on their status: published, unpublished, or archived.
To view the calendar, click on the view selector toggle to Calendar.
Meetings & Events Actions
Meetings & Events actions provide quick access to common tasks that can be performed on a meeting or event directly from the list view.
Available actions include:
Add to Calendar
Download an ICS file that can be added to your personal calendar.Copy
Create a new meeting or event by copying the original item details, including the agenda structure. Documents associated with the original meeting are not copied.Delete
Permanently remove the meeting or event from BoardWorks.Edit
Update meeting or event details, including settings, dates, documents, agendas and configurations.Location Map
View the physical location of the meeting or event using the configured map URL, such as Google Maps or Apple Maps.Download Board Book
Download a compiled PDF version of the meeting’s Board bookAttendance Report
View attendee responses and attendance information.Send Email
Generate an email from BoardWorks to all meeting attendees. The email subject and message body can be customized before sending.Delete Annotations
Permanently delete annotations made to meeting documents using the BoardWorks mobile apps.Online Meeting URL
Access the virtual meeting link when online meeting details are enabled.Add Links
Add links to a meeting document.
For more information, see Adding Links.
Please note: The actions available for a meeting or event depend on several factors, including its status (published, unpublished, or archived) and whether specific features have been enabled or used.
Exporting a List of Meetings and Events
You can export a list of all meetings and events in BoardWorks for offline review or reporting.
From Meetings & Events:
Select Actions.
Select Export List.
An Microsoft Excel file is automatically downloaded containing the list of meetings and events.
Please note: The file name is ExportCSV.csv
Attendance Report
The Attendance Report displays responses to meeting and event invitations, including how attendees plan to attend and any comments they’ve provided.
Attendees can submit or update their attendance directly from the BoardWorks mobile apps.
The report includes:
Attendee responses
Attendance type
Attendance comments
Key meeting or event details
Administrators can edit or update any attendee’s response if needed.
Please note: Meetings with no attendees do not appear in search results. When searching by meeting or event name, user, or committee, the search requires an exact match.
When searching for attendance information, a date range is required. Required fields are indicated by an asterisk (*).
You can further refine the search by specifying additional criteria, such as:
Meeting or event title
Attendee name
Committee
Attendance type (in‑person or online)
Use these criteria as needed to narrow the search results.
Once all required and optional criteria are set, select Generate Report to view the results.
Results can be downloaded by clicking on Export to CSV.
Example of the Attendance Results
Changing Attendee Status
Administrators can update an attendee’s status on their behalf to ensure accurate attendance records.
To change an attendee’s status:
Search for the meeting or event using either the Committee or Meeting/Event criteria.
Select Generate Report to display the attendance results.
Once the report is generated, administrators can update the attendee’s response as needed.
From the attendance list, locate the row for the attendee whose status needs to be updated. Under the Status column, select the current response (for example, Accepted) to open the dropdown menu. Choose the appropriate response, then select Save to apply the update.