Using BoardSpace Board Management Software
Also
Click on your role to find How to Guides
Understanding User Roles
Frequently Asked Questions
How to submit a Support Ticket
Using LiveDocs (beta)
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 set up an agenda, create a meeting, upload documents or other specific board settings, 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.
Understanding the Overview Page
Learn more about the information provided on the overview page.
Learning about the Meetings Page
Learn more about the information provided in the meetings page.
Using the Agenda Builder
Learn how to use the drag-and-drop agenda builder tool.
How to Create an Agenda Template
This tutorial covers setting up agenda templates.
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.
How to create a poll
This tutorial shows how to create and send a poll.
What you need to know about BoardSpace
Before getting started, there are a few things we’d like you to know about BoardSpace.
Understanding the Overview Page
Learn more about the information provided on the overview page.
Learning about the Meetings Page
Learn more about the information provided in the meetings page.
Using the Agenda Builder
Learn how to use the drag-and-drop agenda builder tool.
How to Create an Agenda Template
This tutorial covers setting up agenda templates.
How to Create the Agenda
This tutorial covers setting up agenda templates and customizing the agenda for a specific meeting.
How to add an e-Signature
This lesson reviews how to add an e-signature to approved minutes.
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 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 create a poll
This tutorial shows how to create and send a poll.
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.
Understanding the Overview Page
Learn more about the information provided on the overview page.
Learning about the Meetings Page
Learn more about the information provided in the meetings page.
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.
How to create a poll
This tutorial shows how to create and send a poll.
What you need to know about BoardSpace
Before getting started there are a few things we’d like you to know about BoardSpace.
Understanding the Overview Page
Learn more about the information provided in the overview page.
Learning about the Meetings Page
Learn more about the information provided in the meetings page.
How to add Documents
This tutorial describes how to upload documents and add them 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.
How to create a poll
This tutorial shows how to create and send a poll.