Using BoardSpace Board Management Software

Also

Click on your position to find your Guide

Understanding User Roles

Frequently Asked Questions

How to submit a Support Ticket

Using LiveDocs (beta)

Quick Facts about BoardSpace

Before you begin, we’d like to share some key insights about BoardSpace.

Getting Started Guide for Super Admins

An introduction to the popup guide.

How to add a Manager to a Board

This tutorial covers the steps for adding a manager

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.

Quick Facts about BoardSpace

Before you begin, we’d like to share some key insights about BoardSpace.

About the Home 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 manage Events

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

How to manage 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 people 

This tutorial shows how to add new people.

How to create a poll 

This tutorial shows how to create and send a poll.

Quick Facts about BoardSpace

Before you begin, we’d like to share some key insights about BoardSpace.

About the Home 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 Events

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.

Quick Facts about BoardSpace

Before you begin, we’d like to share some key insights about BoardSpace.

About the Home 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 manage Events

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

How to manage 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.

Quick Facts about BoardSpace

Before you begin, we’d like to share some key insights about BoardSpace.

About the Home 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 manage Events

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.

Finding 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.