Add or Edit Committee Details

This section describes how to Add a New Committee, as well as how to edit an existing committee's name or details.

Adding A New Committee

From the Committees page, click on the +New Committee button. A popup similar to the below image will open:

There are four input fields:

1) Name of committee is required

2) Committee description is optional

3) Rank. This specifies the order in which your new committee will appear on the list of committees. (More info below)

4) Committee Color Code is also optional. You can choose a color to associate with this committee, which will then be used to color-code it throughout the system (More info below)

Remember to click Save to record any changes you may have made.

Editing a Committee's Details

To edit any committee, click on the + icon (outlined in yellow in the image below) on the far right of the committee's name.

This will open the menu pictured below. The Committee Details is the option you want to select.

This will open a pop up that looks identical to the Add New Committee page.

Ranking Committees

When no rank index number is applied to any of the committees, they will be ordered alphabetically. This is the default behavior. 

If you prefer to have your committees ranked according to your internal company hierarchy, this can be easily achieved by adding Rank numbers to each of your committees.

Board of Directors on Top

Often, our BoardCloud clients are happy to have their board of directors listed on top, with all other committees ranked alphabetically below the Board. 

To achieve this outcome, simply change your board of directors Rank to '1'. To do this, use the up and down arrows at the right end of the Rank input field and save the record. Now, your board will appear at the top of your committee listing and all other committees will follow alphabetically below.

This is what it will look like: 

Note: the Rank number is displayed behind the committee name, which in this case is the Board of Directors.

Color Coding the Committee

The Committee Color Code is an optional feature that allows you to assign a unique color to each committee. This helps you visually distinguish between committees across the portal and makes it easier to identify related meetings at a glance. This is especially helpful if you manage multiple committees.

An example of a color coded committee:

Example of the upcoming meetings for this committee: