Committees Setup for a Project
Committee setup of project allows you to provide information on:
Committee Overview
The Committee overview section provides the overview information on:
Total number of committee meetings
Total number of meeting attendees
Percentage average meeting attendance of the committee members
Total number of participant invited to the upcoming meetings.
Add a Committee
You can add and update committee information related to the project such as name, mailing list, committee website, permissions and description.
To add a committee for a project, perform the following steps:
1.Click on the required project and click Committees from the Collaborations tab.
You can also navigate to Committees from the Vertical Sidebar navigation menu. Click Collaborations and then select Committees.
2.The Committee page appears. Click +Add Committee to add the committee details.
3.The Create Committee page appears. Update the following details and click Next and click Save to create a committee.
Field | Action |
Add Committee Name | Enter the name of the committee |
Description | Provide the description on the committee |
Type | Select the type of committee that you want to create |
Enable Voting | Toggle the Enable Voting to enable the voting for the committee |
Committee Documentation/Website | Enter the committee website URL of the committee which can provide the committee details such as policies, meetings and schedules |
Import Members into a Committee
You have an option to import members from the mailing list into the committee.
To import members into the committee, perform the following steps:
1.Click +Add Committee to add the committee.
2.The Create Committee page. Enter the Committee Name, Select the committee Type and Click Import Members.
3.The Import Mailing Lists to Committee dialog box appears. Select the required Mailing Lists from the Select Mailing Lists drop down and click Import. All the members belonging to the selected mailing list are imported to the committee.
Adding Members to a Committee
After you setup the committee, you can add members to that committee who can exercise various responsibilities that are assigned to the members.
To add a member to a committee, perform the following steps:
1.Click on the required project and click Committees.
2.The Committees page appears with the list of committees that are created for the project. Click the required committee where you want to add the members.
3.The selected committee page appears with list of members. Click + Add Member.
4.The Add Committee Member dialog box appears. You can search for the member by providing their name or email.
5.If you are unable to add a member by providing their email ID or name. You can add them by clicking Fill Out profile link. The Add Committee Member dialog box appears. Update the following details and click Save:
Field | Action |
Name | Enter the name of the member |
Email ID | Enter the email ID of the member |
Company | Enter the name of the company |
Job Title | Enter the title for the member |
Appointed By | Select the required appointed by |
Voting Status | Select the required voting status |
Voting Start Date | Select the voting start date |
Voting End Date | Select the voting end date |
Role | Select the required role for the member |
Role Start Date | Select the role start date |
Role End Date | Select the role end date |
After adding a first member to a committee, if you want to add another member to a committee, you need to click the Committee and then click Add Member to add additional members to the committee.
Send a Message
You can send a message through mail to the member.
To send a message to a member, perform the following steps:
1.Click on the required project and click Committees.
2.You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
4.Compose the mail and send it to the member.
Mailing to Members
You can share mail to all the members of the committee at once.
To share mail to all the member of the committee, perform the following steps:
1.Click on the required project and click Committees.
2.You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
3.The Committee page appears with list of members in it. Click Email Members.
4.The Email Committee dialog box appears. Click Compose Email to draft mail and share it with the all the members of the committee.
Deleting a Member from a Committee
You can delete a member from a committee as and when required.
To delete a member, perform the following steps:
1.Click on the required project and click Committees.
2.You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
4.The Delete Committee Member dialog box appears. Click Delete to remove a member from the committee.
Managing Committees
Manage committees allows you to edit, add subcommittee, move, manage members and delete the committee.
Updating the Committee
You can update or modify the committee.
To update the committee, perform the following steps:
2.The Manage Committee dialog box appears. Update the committee as per your requirements and click Save.
Adding a Sub Committee
You can also add a sub committee under a committee.
To add a sub committee, perform the following steps:
2.The Add Sub Committee page appears. Enter the details as required and click Next.
3.You can also add members to the sub committee. Click Save to save the sub committee.
Moving a Committee into another Committee
You can move a committee under an exisitng committe.
To move a committee, perform the following steps:
2.The Move Committee dialog box appears. Select the committee under which you want to move the committee and click Move.
Deleting a Committee
You can delete a committee if you want to. Deleting a committee will also remove all the members added in the committee.
To delete a committee, perform the following steps:
2. The Delete Committee confirmation dialog box appears. Click Delete to delete the committee. A confirmation toast message appears informing that the committee has been deleted
Managing Meetings
Meetings related to committees are listed in the committees list under Upcoming Meetings tab. You can see the scheduled meetings and as well as schedule a meeting. On click of Schedule, the page navigates to Meeting Management to schedule a meeting.
Managing Mailing List
You can configure mailing list for your committees. On click of Configure available under Mailing List, the page navigates to Mailing List.
Last updated
