Configure and Create a Committee

Committee Configuration

Begin by navigating to the Membership + Committees app, then click Setup from the left toolbar.

Committee Types

Your organization may have multiple types of committees, ranging from your Board of Directors, Event Committee, ad-hoc committees for special projects, and more. It's helpful to group them into types.

1. From Membership setup, click Committees, then select Types.
2. Click the Create Committee Type button.
3. Name the committee type.
   
   Helpful hint: Common committee types include Board of Directors, Event Committee, Ad Hoc Committee, etc.
    
4. The ID field populates automatically. You can edit the ID before you save, but once saved it can no longer be changed.
5. Click the Save Changes button.

Committee Positions

You may have different roles on your committees. To track which position a committee member holds, you must first configure the position options.

1. From Membership setup, click Committees, then select Positions.
2. Click the Create Committee Position button.
3. Name the committee position.
   
   Helpful hint: Common committee positions include Chairperson, Secretary, Treasurer, Member, etc.
    
4. Optionally, you can determine if the position only applies to certain types of committees.
5. Click the Save Changes button.

Committee Custom Fields

If you intend to collect any custom field data on a committee, you must create the custom field in setup.

1. From Membership setup, click Committees, then select Custom Fields.
2. Click the Create Committee Custom Field button. 
3. Select the field type using the drop-down menu.
4. Name the custom field.
5. The ID field populates automatically. You can edit the ID before you save, but once saved it can no longer be change
6. Indicate whether the custom field is required at the global level.
   
   Note: You can override this value on a form-by-form basis.
    
7. Optionally, add a form prompt and help text.
8. Indicate whether the custom field should have a default value.
9. Click the Save Changes button.

Committee Creation

Create a Committee

1. Navigate to the Membership + Committees app, then select Committees from the left toolbar.
2. Click the Create Committee button.
3. Select the type of committee.
4. Name the committee.
5. The ID field populates automatically. You can edit the ID before you save, but once saved it can no longer be change
6. Optionally, you can assign a parent committee.
7. If committee members serve terms, enable the committee terms setting.
8. Determine whether the committee should be visible in the portal.
9. Optionally, you can draft a description of the committee.
10. Optionally, you can associate the committee with a chapter, section, or event.
11. Complete any custom fields you may have created.
12. Click the Save Changes button.

Assign Committee Members

1. Navigate to the committee's 360 screen.
2. Under the Active members tab, click the Add Member button.
3. Select a position.
4. Search for an existing contact to assign a member to the position.
   
   Note: An individual is not required to be a member to serve on a committee.
    
5. If you enabled terms during setup, set the term.
6. Optionally, set the start and end date of the committee member.
7. Click the Save Changes button.

View Committee Members

1. Navigate to the committee's 360 screen.
2. View active, past, and future committee members by clicking on the associated tabs.