membertility
Contents:
Organization Module
Guides
Organization Admin Guide
Position Management
New Member Instructions
Term Management
Task Assignment
Tags Guide
Email Distribution List
Reference
Organization Admin Reference
Distribution List view
Members view
Position Dates view
Positions view
Position Wizard
Tags view
Meetings Module
Guides
Meetings Admin Guide
Meeting Data Model
Prepare for Meeting Module use
Use cases for before the meeting (for when you want to…)
create a meeting
renew a meeting
invite members to a meeting (in-person / virtual)
invite member discussion for a meeting (
Online Motion/Votes
)
check to see if status reports are missing, and send reminders
on behalf of a member, enter RSVP and status reports
review the agenda
reorder agenda items
create a new agenda item
generate meeting documents
send email to meeting invitees
Use cases for during the meeting (for when you want to…)
update the attendance list
add discussion about an agenda item
add an action item
record a motion, its discussion, and vote tally (in-person / virtual)
record a motion, its discussion, and vote tally (
Online Motion/Votes
)
Use cases for after the meeting (for when you want to…)
generate meeting minutes
add Google Workspace documents to a meeting folder
download images from the meeting report
References
Meetings Member Guide
Meeting Invitation and Status Report Request
My Meetings view
My Status Report view
RSVP for the meeting
Update your status report(s)
Optionally add discussion items for the meeting
Optionally create ad hoc status for areas not covered by one of your positions
RSVP view
My Action Items view
Action Items view
Motions view
Reference
Meetings Admin Reference
Action Items view
Meeting Action Items
All Action Items
Agenda Headings view
Invites view
Meeting Status view
Meeting view
Meetings view
Meeting Types view
Motion Votes view
Meeting Motion Votes
All Motion Votes
Motions view
Meeting Motions
All Motions
Their Status Report view
Task Module
Guides
Task Member Guide
Task Checklist view
Set Your Password
Task Admin Guide
Task Hierarchy
Tasks
Task Configuration Guide
Task Groups
Positions / Task Groups / Members
Admin Tracking
Member Summary
Task Details
Task Status / Expiration Date
Task Reminder Emails
Reference
Task Admin Reference
History view
Member Summary view
Tasks view
Task Details view
Task Fields view
Task Groups view
Membership Module
Guides
Membership Admin Guide
Use Cases
Facebook Group Member Management
Membership Admin Reference
Club Members view
Expired Members view
Facebook Aliases view
Memberships view
Membership Stats view
Racing Team Module
Guides
Racing Team Admin Guide
Use cases
add a new racing team member
update member for racing team
add a member to the team
team management
remove a member from the team
open racing team applications outside of normal window
Reference
Racing Team Admin Reference
Racing Team Applications view
Racing Team Application Results view
Racing Team Config view
Racing Team Date Range view
Racing Team Info Results view
Racing Team Info Volunteer view
Racing Team Members view
Super Admin Module
Guides
Super Admin Guide
Single Sign-On
Reset Member Password
Interest Attributes
Email Setup
File Naming and Storage
New Member Instructions
Reference
Super Admin Reference
Applications view
Email Templates view
Files view
Interests view
Interest Attributes view
Roles view
Glossary
Typographical Conventions
Product Reference
Buttons
Fields
Filters
Navigation
Section Management
Lower Level Section
membertility
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Organization Module
View page source
Organization Module
Guides
Organization Admin Guide
Position Management
New Member Instructions
Term Management
Task Assignment
Tags Guide
Email Distribution List
Reference
Organization Admin Reference
Distribution List view
Members view
Position Dates view
Positions view
Position Wizard
Tags view