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Accessibility Notice

Last Updated Date: September 1, 2020

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New Enhancement: Agenda Workflows

All new Meeting Agenda Workflow has been added to your Simbli site. This new enhancement will give you, as a meeting administrator, complete control in how you want to handle the routing of agenda items for item preparation, review, and approval.

Instead of the current submitter functionality where you can only assign an item to one person and cannot have it routed through multiple people, you can now assign items to multiple people to collaborate on in putting together an item and have it routed through as many people as you choose.

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Key Highlights for this Release include:

Ability to assign agenda items to multiple people.
Ability to have multiple levels of review or approval
Ability to create agenda workflow templates to make it even easier to assign items out
Ability to save agenda workflows on Meeting Templates
Smart email notifications and alerts that are automatically generated as an item moves through the process and the meeting admin can send reminders or follow-ups at any time
All workflow contributors, including the admin, will be able to see one copy of the item as it is going through the process
Improved workflow comments for contributors as they work on an agenda item
All new "Agenda Workflow" page for meeting admins to easily see the status of all agenda items and to send notifications to workflow contributors
All new "My Items" page for agenda contributors to keep up with and track their items

May 11, 2021 10:00 AM Eastern Time
Register
May 12, 2021 1:30 PM Eastern Time
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To review the pre-release webinar, click here.

At Simbli, we are focused on helping you and your board lead effectively and operate efficiently. The feedback you provide helps us improve Simbli and helps to identify the most common, and important issues, problems and opportunities to innovate so we can deliver features that will provide value to you and your organization.

To provide feedback, and to help improve Simbli, please click here.