At this point you should be logged in to your committee site. First let’s familiarize yourself with the Dashboard and the tool bar.
At the very top of the screen you will see a new dark bar with some options across the top
Adding Minutes & Agenda
Adding Minutes & Agenda
In this tutorial you will learn how to add Minutes or Agenda to your committee site.
Step 1: Creating a new Agenda or Minutes post.
Start by hovering over “New” in the toolbar and scroll down to Meeting Doc. This page will be where you’ll spend the vast majority of your time on your committee site.
Hover over New, move your cursor down to Meeting Doc, and click your left mouse button once to select it.
Alternately, if you are on your Dashboard the Meeting Docs menu will be found on the lefthand side of the screen.
Step 2: Filling out the form.
In this step you will fill out the form to create your new Minutes & Agenda post.
There’s a couple of things to keep in mind as you’re creating your new post. I’ll go over them step by step.
There’s a couple of things to keep in mind as you’re creating your new post. I’ll go over them step by step.
- Title, all posts in WordPress require a title. This is so someone can identify the meeting at a glance, you can have your own naming convention but you should include the date, spelled out like August 15th 2019 for example. This will make it easier to identify which meeting this post is referencing. This also makes the post easier to find in the backend should you need to edit it at a later date.
- The Date of the meeting. This is the date the meeting took place. This is also how WordPress knows how to organize your meeting. Set this to the date the meeting took place, or is going to take place.
- Paste your agenda in this box. You can paste this from a word document. WordPress will understand most basic Word formatting such as bullet points and links but you might want to take a minute to go over the formatting to ensure it’s readable. Not all advanced features of Word are available via Copy and Paste, you can embed images and documents in this area if you’re interested in doing so.
- Meeting Periods, this is purely for sorting in the backend and is there to make things easier on you to find at a later date in the Meeting document interface.
- Paste your Minutes into this box. Just like the Agenda this can come from a Word document, with basic formatting.
- Upload supporting documents, this is where you can upload a PDF or Word doc of the minutes and agenda or any other documents relevant to this meeting. Click Here to see an animation on how to upload files to the server via drag and drop.
- Search engine optimization, This step is optional. In this section you’ll see a few text boxes and checkboxes. By entering a comma-separated list of single word keywords, or multiword phrases you can ensure that this post goes to the top of the search results for those words or phrases. You activate this feature by ensuring that the checkbox for “Pin this post for all searches it appears in.” is checked. Additionally, you can select whether or not to exclude the post from certain key words or phrases if you chose to do so. This step is option, you can leave this area blank.
Step 3: Submitting your new post.
In this step you will fill out the form to create your new Minutes & Agenda post.
There’s a couple of things to keep in mind as you’re creating your new post. I’ll go over them step by step.
There’s a couple of things to keep in mind as you’re creating your new post. I’ll go over them step by step.
The last step is to click Publish.
