Committee Workspace

Once you select a committee from the picker, its workspace opens with a row of tabs. This is where day-to-day committee activity happens — outside of an actual meeting.

Where to find it: Governance & Permissions card → Committees button → select a committee

Who can use this: Anyone who can see the committee can view these tabs. Posting, uploading, and adding meetings are limited to the committee's manager (a Club Admin, or a board member with Manage Committees).

What you can do here

• Read the Dashboard tab
• Manage Documents
• Post Announcements
• Schedule meetings
• Governance Hub, Electronic Actions & Registers (board committee only)

Note: The Documents, Announcements, and Schedule tab labels show small badges — a blue "new N" badge for items posted since you last opened that tab, and an amber "pending N", "pinned N", or "upcoming N" badge depending on the tab. Opening a tab clears its "new" badge for you.

Dashboard tab

The default view when you open a committee. It shows four cards:

• Meetings — your next upcoming meeting, with Open Workspace, Edit Agenda, and Open Schedule buttons, or "No upcoming meetings scheduled." with just an Open Schedule button.
• Pinned Announcements — the top 3 pinned announcements, with an Open Announcements button.
• Documents — a count of pending/active documents and how many need approval, with an Open Documents button.
• Polls — a View Committee Polls button, and (for non-board committees) a Create Meeting Poll button.

There's also a Reimbursement Requests section right on the Dashboard — any committee member, board member, or admin can submit a reimbursement request from here without leaving the committee.

Documents tab

1. Click Choose File (or drag a file in) to upload a PDF, Word, or Excel document — you'll see "Only PDF, Word, and Excel files are allowed." if you try anything else.
2. Uploaded documents appear under Pending / Active. Once a document is approved (or its linked poll is finalized), it moves to Finalized approvals.
3. Per document, you may see:
   • Create Approval Poll — starts a Yes/No poll for the board to approve this document. (Not shown for meeting minutes PDFs, which are approved through the meeting's own agenda vote instead.)
   • Open Poll — jumps to that document's approval poll.
   • Finalize (Archive) — archives the linked poll once approval is done. You'll be asked to confirm: "Finalize approvals by archiving the linked poll?"
   • Delete — permanently removes the file. Confirmed with "This permanently deletes the file and cannot be undone."

Announcements tab

1. Enter an Announcement title and body.
2. Check Pin to top if you want it to stay at the top of the list.
3. Click Post Announcement.
4. To remove one later, click its trash icon and confirm "Delete this announcement?"

Pinned announcements show a [PINNED] tag and always sort above regular ones.

Schedule tab

1. Enter a Meeting title (defaults to "Meeting" if left blank).
2. Choose a Start date/time — required. You'll see "Please enter a meeting date and time before adding a meeting." if it's empty.
3. Optionally add a Location / call link and Notes.
4. For your board committee only, a Include Treasurer's Financial Report checkbox is checked by default — leave it checked to have the treasurer's report built into the meeting's agenda template.
5. Click Add Meeting.

Each scheduled meeting shows its agenda status ("Agenda: not created" or "template • N topics") and three actions:

• Open Workspace — starts or continues running the meeting; see Running a Meeting.
• Agenda — opens the agenda builder for that meeting (manager or chair only); see Building a Meeting Agenda.
• Delete (trash icon, manager only) — archives the meeting after confirming "Archive this meeting? Its governance record will remain available." This doesn't erase the meeting's history, it just removes it from the active schedule.

Note: A meeting marked restricted hides its location and notes from anyone outside the meeting's voting roster and club administrators, and disables most row actions for everyone else.

Governance Hub, Electronic Actions & Registers (board committee only)

If the committee you have open is your club's official board committee, three additional tabs appear:

• Governance Hub — the exact same screen as the standalone Governance Documents button: the fiscal-year meeting archive, organizational documents, and the compliance checklist, scoped to your club. You can reach this identical content either way.
• Electronic Actions — records a board action taken without holding a live meeting (only usable once your club's governance policy confirms an authorizing mechanism — either your bylaws or applicable law). Fill in the exact action text, the authorizing citation, a response deadline, and whether approval requires your configured voting threshold or unanimous consent, then click Create draft. An action then moves through Open for responses → Closed — computing → Computed — awaiting certification → Certified (or Withdrawn/Expired).
• Registers — read-only, on-demand summaries reconciled from your meetings' minutes: Decisions, Action items, Conflicts, and Exceptions, each with date-range filters and a Load button. The Decisions register also has a Download PDF button. Anything from an agenda item marked as executive session shows here as redacted.

Common questions

Why don't I see the Governance Hub / Electronic Actions / Registers tabs? They only appear on your club's official board committee — regular committees (like a fundraising or trip committee) don't have them.

Can a document I delete on the Documents tab be recovered? No — deleting a document is permanent. If it has an active approval poll, consider Finalize (Archive) instead if you just want to close out the approval.

Troubleshooting

Related

• Building a Meeting Agenda
• Running a Meeting
• Governance Documents