membertility
stable

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
        • Club Members 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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© Copyright 2021, loutilities (Lou King). Revision ab4f6eaa.

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