Welcome to the CRC-SC Board Page Help Center

Everything you need to get started with Microsoft 365 as a CRC-SC board member.

📂 Document Library 

🔗 Board Loop Workspace

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New here? Start with the Setup & Account Access guide to sign in and secure your account.

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Board Document Library

The document library is where the board creates, collaborates on, and stores all its key documents — including Finances, Operations, and Policies.

📂 Open the Board Document Library

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• Browse folders to find meeting minutes, budgets, bylaws, and more.

• Upload new documents or edit existing ones directly in the browser — multiple people can work on the same file at once.

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Folder                                               Contents

Finances                                          Budgets, treasurer reports, audits

Operations                                     Meeting minutes, committee reports

Policies                                            Bylaws, policies, and procedures

Archives                                          Documents prior to our M365 migration (pre-2026)

Meeting Agendas & Minutes      Now located in the Loop Workspace — see the Board Life section 

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📖 Detailed Document Library guide →

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Board Life, Dashboards and Meeting Reports

This is our shared Loop workspace — the central hub for day-to-day board activity and tracking.

🔗 Open the Board Workspace

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Section                                           What you’ll find

Committees notes                       Each committee keeps its running notes and updates here

Virtual votes                                  Board decisions made outside of a meeting

Strategy dashboards                    Follow progress on our strategic goals at a glance

Active projects                             See what’s in flight and who’s working on what

Board member assignments      Know your responsibilities and deadlines

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📖 Detailed Loop Workspace guide →

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Online Meetings

We use Microsoft Teams for all board meetings. Here’s the quick rundown:

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Creating a meeting

1. Open Microsoft Teams and go to Calendar.

2. Click + New meeting.

3. Add a title, date/time, and invite attendees by name or email.

4. Click Send — attendees will receive a calendar invite with a join link.

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Starting the meeting and admitting attendees

1. When it’s time, click Join from your calendar.

2. Choose your audio/video settings, then click Join now.

3. Attendees who aren’t in the organization will appear in the lobby — click Admit to let them in.

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Transcript and meeting summary

1. During the meeting, click ⋯ (More) → Record and transcribe → Start transcription.

2. After the meeting ends, the transcript is available in the meeting chat and in the meeting details on your calendar.

3. Use Copilot (in Teams) or ChatGPT to paste the transcript and ask for:

   • A summary of what was discussed.

   • A list of follow-up tasks with who is responsible.

📖 Detailed Teams guide →

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Need Help?

For more in-depth information, check out the detailed guides:

• Setup & Account Access — signing in and securing your account

• Board Document Library — finding, uploading, and organizing documents

• Loop Workspace — collaborating in real-time with Microsoft Loop

• Teams — chat, meetings, and file sharing

If you can’t find what you’re looking for, email yann