9 guides

Club records and leadership

Officer listings, term dates, leadership groups, committees, club documents and meeting minutes.

Add an officer and assign a termKeep your club’s leadership listing current by adding an officer’s name, title and term dates. You can also decide whether their card and contact details appear publicly.4 steps3 min readFor officers committee leaders and record keepers
Organize officer groups and display orderUse officer groups to organize your club’s leadership under familiar headings, such as a board or committee. Each group has a sort number that controls where it appears in the group order.5 steps3 min readFor officers committee leaders and record keepers
Upload and organize club documentsKeep club files easy to find and give them the right audience. This guide creates a fictional Member resources folder and uploads a Community room guide that members with portal access can read.6 steps5 min readFor officers committee leaders and record keepers
Create and publish meeting minutesShare approved meeting minutes with your club’s members and keep a dated record in the archive. Saving an approved record with the right audience is the publishing step; there is no separate publish button.6 steps4 min readFor officers committee leaders and record keepers
Create a committee and assign membersSet up a committee, name its chairperson, and assign the people who will serve on it. This example creates a private Community events committee with two members.5 steps4 min readFor officers committee leaders and record keepers
Find a committee in club adminFind a committee and inspect its people and documents.2 steps1 min readFor club officers and staff
Find a document in club adminSearch and filter documents managed by the club.2 steps1 min readFor club officers and staff
Find meeting minutes in club adminSearch the club’s meeting-minute records.2 steps1 min readFor club officers and staff
Find an officer in club adminFind an officer by name, position or group.2 steps1 min readFor club officers and staff

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Club records and leadershipClub records and leadership

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Club records and leadershipClub records and leadership

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Club records and leadership

Club records and leadership