BoardX

A quick overview of the Board Management Dashboard in BoardX — your home base for upcoming meetings, agendas, BoardPacks, and minutes across every committee.

Board Workspace Dashboard

Harper Tang

Irene

Board Workspace

A Step-by-Step Guide to mastering BoardX software for Members.

BoardX Basics Video for Members

Board Member Introduction to BoardX

Find a meeting, agenda, boardpack, minutes and attachments

Reading a BoardPack

Find the Next Meeting

Step-by-Step Guide to Setting Up Your Meetings Profile

Filling in My Profile for Members

Your Onboarding Tasks and How To Complete Them

How to Complete Different Types of Onboarding Tasks

Simple instruction for member user to find and complete their tasks

My tasks for member users

Signing Meeting Minutes with BoardX

Inter-Meeting Decisions allow you to review and vote on important issues between scheduled board meetings.

Voting on Inter-Meeting Decisions (Board Members)

BoardX Mobile Version — Guide for Board Members

Access Board Papers, tasks and information

For Member Users

For Admins

Creating, Editing, Canceling, and Sending Notifications for BoardX Meetings

Creating and Managing Meetings

Creating Agendas and Managing Agendas

Confirming minutes from a previous meeting

Creating and managing meeting minutes

Tracking attendees' RSVP status for a meeting

Meetings

Setting up your organisation for success on BoardX in Settings

Setting Up Your Organisation on BoardX

The Notification Centre & MFA settings allow Admin users to manage how notifications are sent across your organisation.

Notification Centre & MFA Settings

Tenant Settings will be displayed on the navigation bar for tenant owner and tenant admins only.

Settings

How to add, edit or delete a regular user?

Adding, Deleting, and Editing Regular Users In BoardX Meeting Management

People

Managing Committees, Committee Roles, and Board Member Terms in BoardX Meetings

Skills Tracking in BoardX

Managing Committee Roles & Terms in BoardX

Roles, Permissions, Members, Editing, Quorum, Skills Tracking.

Committees

Step-By-Step on how to Create a new Folder and upload Files into the Document Centre

Create a new Folder and upload Files into the BoardX Document Centre.

Uploading Historical Minutes

How to Navigate Document Centre -Admin/Owner

A document management platform can integrate disparate documents for greater control, access and process efficiency.

Document Centre

Admins can use Inter-Meeting Decisions to gather board approvals outside scheduled meetings. This ensures urgent issues are addressed quickly while maintaining accountability.

How to Create and Manage Inter-Meeting Decisions (Admin Users)

Decisons

A step-by-step guide on how to generate a decision register report.

How to Generate Decision Register Report

A step-by-step guide on how to generate an interest register report.

How to generate an Interest Register Report

A step-by-step guide on how to generate meeting tasks report.

How to generate Meetings Tasks Report

A step-by-step guide on how to generate people directory reports.

How to generate People Directory Report

A step-by-step guide on how to generate a committee directory report.

How to generate Committee Directory Report

Reports

A step-by-step admin guide to Projects in BoardX — how to create an Authority Document, build out Principles, Sections, and Citations, attach evidence, publish the document, and reuse it year…

Projects: An Admin's Guide

A check list style tool for manage simple compliance

Projects

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