BEFORE
Make proposals visible early
Build a shared agenda and include background or links with each topic. Invite people through personal links or a shared invitation.
COMMUNITY & ASSOCIATION MEETINGS
Give community discussions a clear agenda and a usable record.
Help members prepare, document what was decided, and separate the working record from any formal procedure your group follows.
THE SITUATION
A meeting needs more than a time slot.
Members may need to review a proposal before meeting, while the chair needs a clear path through discussion. The group also needs an accurate record of what it actually decided.
THE WORKFLOW
Before, during, and after.
DURING
Record the decision in context
The chair conducts the meeting under the group's own rules. The host can add minutes and the confirmed decision to the relevant agenda item.
AFTER
Review the draft record
Export the minutes and follow-up work for the group's normal review or approval process.
WHERE IT FITS
For groups that need a shared record.
Useful for neighborhood groups, associations, and small committees that want a common agenda and draft minutes while their officers handle any formal procedures.
GOOD TO KNOW
Use the right tool for the rest.
The current app does not administer motions, check quorum, run formal votes, or approve minutes. Our Robert's Rules guide is free; optional parliamentary record tools are only a proposed Teams feature. Groups should follow their own governing documents and retain exports as needed.