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How to BoardSpace

Frequently Asked Questions

Check out our extensive list of questions and answers.

How to submit a Support Ticket

We love to help you with any problems, but before sending us a ticket take a look and see if the question has already been answered.  If not, send us a ticket and we’ll answer your questions or solve your problems..

Understanding User Roles

Short Guides to using BoardSpace

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

First Steps in Setting Up BoardSpace

This tutorial covers the basics of getting started.

How to add a Manager to a Board

This tutorial covers the steps for adding

Super Admins are automatically added as a Board Admin to the boards and committees they create.  

If you are continuing to setup an agenda, create a meeting, upload documents or other specific board setting, go to the Board Admin tab above for more guides.

 

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

First Steps in Setting Up BoardSpace

This tutorial covers the basics of getting started.

How to add a Manager to a Board

This tutorial covers the steps for adding

Super Admins are automatically added as a Board Admin to the boards and committees they create.  

If you are continuing to setup an agenda, create a meeting, upload documents or other specific board setting, go to the Board Admin tab above for more guides.

 

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

How to Setup the Agenda

This tutorial covers setting up agenda templates and customizing the agenda for a specific meeting.

How to add Documents

This tutorial describes how to upload documents and add to a meeting.

How to add a Manager to a Board

This tutorial covers the steps for adding and assigning a manager to a board.

How to use the Planner

This tutorial explains how to add, edit and delete an event and how to add the event to a meeting agenda.

How to use Actions

This tutorial will show you how to add, complete, edit and remove actions.

How to use Find

This tutorial will explain how to use Find and what the differences are between the two sub-sections Activity Log and History.

How to manage Tags

This tutorial shows you how to manage your tags by editing and merging them.

How to find documents

This tutorial shows how to find documents using advanced search techniques, pinned tags, and related tags.

How to add new users 

This tutorial shows how to add new users. 

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

How to Setup the Agenda

This tutorial covers setting up agenda templates and customizing the agenda for a specific meeting.

Getting the minutes ready for a meeting

This tutorial covers setting up the minutes.

How to take the minutes during a Meeting

Taking the minutes during a meeting is easy.  Learn how.

How to add Documents

This tutorial describes how to upload documents and add to a meeting.

How to add a Manager to a Board

This tutorial covers the steps for adding and assigning a manager to a board.

How to use the Planner

This tutorial explains how to add, edit and delete an event and how to add the event to a meeting agenda.

How to use Actions

This tutorial will show you how to add, complete, edit and remove actions.

How to use Find

This tutorial explains how to use Find and describes the differences between the the Activity Log and History.

How to manage Tags

This tutorial shows you how to manage your tags by editing and merging them.

How to find documents

This tutorial shows how to find documents using advanced search techniques, pinned tags, and related tags.

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

An overview of BoardSpace features

A quick overview of features.

How to add Documents

This tutorial describes how to upload documents and add to a meeting.

How to use the Planner

This tutorial explains how to add, edit and delete an event and how to add the event to a meeting agenda.

How to use Actions

This tutorial will show you how to add, complete, edit and remove actions.

How to use Find

This tutorial explains how to use Find and describes the differences between the the Activity Log and History. 

How to find documents

This tutorial shows how to find documents using advanced search techniques, pinned tags, and related tags.

What you need to know about BoardSpace

Before getting started there are a few things we’d like you to know about BoardSpace.

How to add Documents

This tutorial describes how to upload documents and add to a meeting.

How to use the Planner

This tutorial explains how to add, edit and delete an event and how to add the event to a meeting agenda.

How to use Actions

This tutorial will show you how to add, complete, edit and remove actions.

How to use Find

This tutorial explains how to use Find and describes the differences between the the Activity Log and History. 

How to find documents

This tutorial shows how to find documents using advanced search techniques, pinned tags, and related tags.