Record a board meeting
Mark a meeting as held with who attended, then draw up or upload the minutes and approve them.
Screenshots are retaken from IQ Entities on every release. Updated 14 October 2026.
After the board has met, the record needs three things: that the meeting took place, who was there, and minutes that the board has approved. Each meeting in IQ Entities shows where it has got to, from Scheduled through Notice sent, Held and Minutes drafted to Minutes approved, and offers the next step as a button.
Open the meeting
Open the company's Meetings page. A meeting whose date has passed is under Past.
Choose the meeting.
Record that it was held
Click Mark as held. If notice has not been recorded yet, the button offered first is Record that notice was given.
Check the Held on date and time, and set each attendee's attendance to Present, Absent or Apologies.
Click Mark as held.
| What happened | What to record |
|---|---|
| The director attended in person or online | Present |
| The director sent apologies before the meeting | Apologies, so the minutes record them apart from an absence |
| The director did not attend and sent no apologies | Absent |
Neither apologies nor absence count towards the quorum.
Add the minutes
In the meeting's Minutes section, click Draw up to prepare the minutes from your minutes template, or Upload signed to attach minutes signed outside IQ Entities.
Once the minutes document is attached, click Approve minutes when the board has approved them. Until a document is attached, the button says so.
Tips from practice
- Record the decisions while the meeting is open in front of you: New resolution in the meeting's Resolutions section links each resolution to this meeting. Record a resolution covers the details.
- Agenda items can be linked to the resolution they produced, so the agenda, the minutes and the resolutions register all point at the same decision.
- The company's minute book lists its meetings and resolutions from these same records, so there is nothing to copy across.
Before this: Schedule a board meeting. Next: Keep the minute book.