Desk template · Company secretaries, executive assistants and chairs preparing a board or committee meeting.
Board pack desk: agenda, papers and actions assembled on time
a board pack is a deadline with many contributors; the desk tracks every paper by owner and due date, holds the timed agenda, the management report and the financials together, and carries the last meeting’s actions forward. Distinct from meeting agenda builder (one agenda) and business-trip (the other executive-assistant desk).
What goes on the desk
- Table ‘Papers’ (Paper, Owner, Due, Status single select: Requested, Draft in, Final, In pack) shown as Kanban by status (table views)
- Document ‘Agenda and minutes’ (widget document)
- Slides ‘Management report’ (widget slides)
- Spreadsheet ‘Financials’ imported from Excel (widget spreadsheet)
- Drive (folder) for the final pack (widget drive)
- Tasks ‘Actions from last meeting’ with owners (widget tasks planning)
- Contacts for directors and paper owners (widget contacts)
- a Timer per agenda item on the day (widget timer).
Set it up
build the agenda with meeting agenda builder (Board meeting preset) and open the .docx in the Document widget; create the Papers table; add the rest.
- Create a desk named for the real outcome, client or deadline.
- Add the suggested widgets and rename each one for the job it performs.
- Bring in the existing files or tables before inventing another copy of the information.
- Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.
Use it day to day
chase papers from the Kanban; on pack day move everything into the folder; after the meeting record decisions and actions.
A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.
A worked starting point
Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.
Where Plexii helps
the Document’s Draft with AI and Rewrite selection, which change nothing until you insert or replace (widget document); Plexii answers questions across what is on the desk with sources (ai assistant); a Voice note can transcribe your own dictated notes and suggest next steps (widget voice note).
Keep in mind. describe structure only; no governance or legal advice.