Boardable Basics

Quick-start resources to run better board meetings.

Administrators: You’re in the right place! Scroll down to explore helpful guides and video tutorials.

Board Members: Visit the Board Member Academy to access training resources designed specifically for board members.

Board Member Academy

Video Tutorials

Streamline your account setup, meeting facilitation, and board rollout processes with step-by-step instructional videos.

Set-Up

Meetings

Rollout

Advanced

Add Users to Your Account

Organization Settings

Admin Account Settings

Set Up Document Center

Send User Invites

Logging In for the First Time

Schedule a Meeting

Create Recurring and Multi-Day Meetings

Build an Agenda

Take Meeting Minutes & Notes

Boardable Spotlight Video Tutorial

Spotlight with Zoom Integration Video Tutorial

Use Minutes Maker Classic (Legacy Accounts)

Download the Mobile App

Create Polls

Create Tasks

RSVP to a Meeting - Members

Manage RSVPs - Admins

E-Signatures

Set and Track Goals

Create Reports

Board Packet Quick Print

What is the Professional Plan?

Additional Resources

Learn more about Boardable best practices, and see customer success stories.

Logging In

Ready to log in to your Boardable Account? Follow the steps in this guide to log in the first time.

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Getting Started

Ready to jumpstart your new board management software? It's easy to set up, build, and roll out your Boardable account. We've got you covered in five simple steps.

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Complete Roll-Out Guide

Use this downloadable ebook for everything you need for a successful rollout of Boardable at your organization.

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The Boardable Virtual Meeting Toolkit

If you're planning to conduct a virtual board meeting soon, Boardable has the tools needed to help you be successful. Read other tips for making your virtual meeting productive here.

[VIDEO] How to Use Boardable Spotlight

Boardable Spotlight gives nonprofit organizations the tools needed to have more fun, focused, and productive meetings whether they are virtual, in-person, or a combination of the two. Watch how it works!

Board Meeting Minutes: A Complete Guide and a Free Template

Board meeting minutes serve many purposes and are an official record of your meetings. Learn all about effective board meeting minutes with this guide.

[VIDEO] Adding and Managing Documents

Learn how to add and manage documents in your Boardable Document Center with this short video and other support resources. Easier information sharing is just a click away!

[VIDEO] Professional or Essentials Plan?

Watch a short video about the difference between the Professional and Essentials plans in Boardable. We have the tools you need for success at any level!

[VIDEO] Product Tour of Boardable

This product tour video of Boardable nonprofit board engagement and accountability software shows the features designed to streamline board management.

Explore more resources such as video tutorials, webinar replays, case studies, ebook, and more!

Discover Boardable Resources

Boardable has not disappointed

Boardable was the tool Futuro Health needed to effectively equip our Board of Directors with the information they needed for seamless board meetings. From an administrative perspective, Boardable is easy to use and templates for agendas and minutes make facilitating meetings a breeze. From a user perspective, members are able to easily access materials and participate in a paperless environment. I conducted a lot of research prior to adopting a board management tool, and Boardable has not disappointed.

Tessa Miley
Futuro Health

Need technical help?

Visit our support help center for more detailed how-to articles.

Help Center

Boardable Basics

Quick-start resources to run better board meetings.

Video Tutorials

Streamline your account setup, meeting facilitation, and board rollout processes with step-by-step instructional videos.

Beyond the basics: Get monthly training tips right to your inbox.

Additional Resources

Explore more resources such as video tutorials, webinar replays, case studies, ebook, and more!

Boardable has not disappointed

Need technical help?

Now available for your mobile device.