Creating and Managing Committees

  • Updated

Learn how to create Committees and appoint Members

To create a Committee navigate to General > Committees and click +New in the top left hand corner to begin the workflow. You can then enter in the following information for the Committee (required fields are in bold below):

  • Start Date

  • End Date

  • Name

  • Notice

  • Quorum

By default the Committee being created will set with a Confirmed status. You can change this to Inactive by clicking into Confirmed in the top right hand corner.


Next you navigate to the Members tab on the left hand side. From here you are able to add Members to the Committee by clicking +Member. Select the member profiles from the list of people or click New to create the new profile of a member. Once you choose the member, enter the Appointed date; this date corresponds to the date this person was appointed a member of the committee. The status of the member will default to Confirmed. You can change this by clicking into Confirmed and selecting another status. Click Create in the bottom right hand corner to create the committee.


To manage a committee, click into the committee record. A new window will show up on the right hand side of the screen. Click Edit to modify the necessary information and then click Save. To Delete a committee, simply navigate your cursor to the end of the committee record and select Delete.


Here's a short step-by-step video on how to create a committee: