Updates to the Meeting Minutes Tool

Your club website includes the ability to record meeting minutes as digital documents that are only viewable by club members. Several upgrades to this feature have just been added based on club requests.

  • To create a blank minutes document, go to TM Minutes -> Add New.
  • To create a minutes document for a regular club meeting, including details like meeting theme and who filled what role, go to TM Minutes -> Minutes from Meeting Records. This lets you import some starter content from your agenda.
  • To create a minutes document based on a template, go to TM Minutes -> Minutes Templates. A template is simply an outline of the elements you expect to be included in meeting minutes. An “Executive Board Minutes Template” (loosely based on one from Toastmasters International) is created by default as a starting point.
Minutes templates

The Minutes from Meeting Records screen includes a link to the Update Roles & Attendance screen for each meeting, allowing you to correct errors and omissions. If the record of who filled which roles is accurate (or good enough), use the “Create minutes document” link to create a minutes document you can then edit further.

In addition to role assignments, this tool will capture content such as Meeting Theme and Word of the Day if they were recorded on the agenda using Editable Note blocks.

Minutes from meeting records

Once you have created a minutes document, you can edit like any other WordPress document.

Minutes document in the editor

The Minutes Type field allows you to categorize minutes documents as, for example, “Board Minutes” or “Officer Elections.” If the type you want hasn’t been created previously, click Add Minutes Type to add it.

Adding a Minutes Type

If you add a Minutes type to a template, that type will be added to all the documents you create based on that template.

If a Minutes Type has been set for a document, a link will be displayed at the bottom to the listing page for that category. In the example shown below, clicking on Board Meeting would take the viewer to a page for all the minutes that have been classified as board meetings.

* This software is offered "for Toastmasters" but not is provided by or endorsed by Toastmasters International. The use of Toastmasters brand assets (with proper disclaimers) in website designs has been reviewed by the Toastmasters International brand compliance team.