How To Do X

See the Knowledge Base section for more current instructions.

This is a series of short tutorials, offered as a work in progress (just getting started). If there is no link on the title, it’s planned but not yet published:

• Initial Setup
  • Create user accounts for members (also how to sync with TI records after dues renewal)

• Routine Agenda Management Tasks (for an overview, see this video):
  • Sign Up for a Role
  • Edit Signups
  • Change the number of speakers and time allowed for each part of the agenda
  • Recommend or Assign Roles
  • Print agenda
  • Export to Microsoft Word
  • Email agenda with a note, invite members to fill open roles
  • Show agenda
  • Show agenda with contact info for each participant
  • Show speech introductions
  • Signup Sheet – printable list of open roles for future meetings
  • Use Planner to sign up for multiple future meetings

• How to Use the New Agenda Editor (September 2018)
• How to Create Multiple Events Using Projected Dates, Based on a Template
• How to Add a Planned Absences Button to the Agenda
• Specific Agenda Tasks for Club Leaders
• How to Change the Agenda Layout – advanced options for changing the HTML and CSS code that determines whether or not the agenda is displayed with a sidebar or what fonts are used.
• Record Keeping:
  • Edit History – correct the record after a meeting
  • Progress Reports screen:
    • Add Speech or Role – record accomplishments that occurred outside of a meeting
    • Edit (edit specific member records)
    • Edit Stats (Edit speech counts, gross statistics)
  • Attendance
• Member / User Records
  • Add a single member
  • Import a spreadsheet of member records from toastmasters.org
  • Edit a member’s contact information
  • Reset a member’s password