How to create a board meeting?

First, make sure that your company has subscribed to the add-on Boardroom feature. If you are unsure whether your company has subscribed to the Boardroom feature, please email Carta support at support@carta.com.

1. Click on the Boardroom icon in the main navigation:

2. Click on Create board meeting:

3. Complete meeting details and press "Save":

4. Once you save the meeting it will stay in draft mode until the meeting is published. While the meeting is in draft mode you can continue to edit the meeting details and add agenda items. The meeting attendees will only be notified of the meeting and given access to documents once the meeting is published.